Analyst / Senior Analyst - Investments & Portfolio
Reports to: Senior Associate - Investments & Portfolio
Salary Range: INR 10-13 lakh per annum
Time Commitment: Full-time
Location: Bangalore, India
Expected Start Date: As early as possible, latest by November 1, 2025
Summary:
Upaya is seeking a full-time Analyst / Senior Analyst to join its Investments & Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, investing and growing impact-first investments in India. The candidate will work closely with the investment team and portfolio companies to ensure alignment with Upaya’s goals of financial sustainability and lasting social impact. This role requires strong financial acumen, analytical thinking, and a passion for supporting early-stage entrepreneurs.
Responsibilities:
Identify promising early-stage enterprises aligned with Upaya’s mission through proactive sourcing, networking, and partnerships.
Conduct financial, operational, and impact due diligence, including deep dives into market, product, team, and scalability.
Design key indicators that best capture the financial and social performance of Upaya's portfolio, conduct real-time analysis, and assist with visualization and external reporting when needed
Review financial statements of portfolio partners and highlight key performance metrics and trends across categories
Experience, Qualifications & Skills:
Qualifications:
A MBA or Masters in Finance, Accounting and/or any other post-graduate finance degree is preferred but not mandatory. Must demonstrate proficiency in financial statement analysis, financial modelling etc.
Skills:
1-3 years of post-qualification work experience as a finance professional in an investment fund/ investment banking/ consulting/ company.
Excellent analytical and organization skills.
Competence in MS Office is required with a high level of proficiency in MS Excel; experience with Google Sheets is a plus.
Strong relationship building skills, especially with regards to working closely with early-stage entrepreneurs.
Strong written and verbal communication (fluency required in English and fluency in other languages is a plus)
Comfortable with travel to partner locations especially far-away places like north-eastern states of India and impoverished communities
Strong work ethic and steadfast commitment to Upaya's values
How to Apply:
Interested candidates should send their resume along with written responses (1–2 paragraphs each) to the following questions:
1. From an investment standpoint, which sectors do you believe hold the most promise over the next five years, and why?
2. Identify one startup that is creating dignified jobs that you would personally invest in and explain your reasoning.
Please send your application to careers@upayasv.org, with the subject line: “Application for Analyst/Senior Analyst.”
Please note that only shortlisted candidates will be contacted.
About Upaya Social Ventures:
Upaya Social Ventures is building a dignified economy by providing investment and support to early-stage businesses creating sustainable livelihoods for people living in the most extreme poverty.
Upaya’s award-winning impact-first model seeks out and supports oft-overlooked companies creating work that is safe, stable, inclusive, and rewarding — generating a transformative impact on families, communities, and economies.
Since its founding in 2011, Upaya’s portfolio companies have created over 50,000 dignified jobs across India.