Role Overview: The Investment Manager will own end-to-end lifecycle management of a portfolio of 300–500 individual investors with AUM of up to ₹100 Cr. The primary mandate is to raise fresh capital from existing investors and select new investors into BHIVE’s equity-linked products — FOCO, CCD, and CCPS — while maintaining the asset leasing portfolio and ensuring world-class investor experience.
Key Responsibilities:
1. Investor Portfolio Management
• Own the full lifecycle of 300–500 assigned investors — from onboarding through renewals, rollovers, and migrations to new products
• Maintain regular, proactive communication with investors on their portfolio status, monthly payouts, and relevant updates
• Handle investor queries, concerns, and escalations with speed and professionalism
• Manage investor communications for maturity events, reinvestments, and product transitions
2. Fundraising — Equity Instruments (Primary Focus)
• Pitch and close investments in FOCO (property equity), CCD (convertible debentures), and CCPS (preference shares) to existing and new HNI investors
• Convert existing asset leasing investors into equity products — understanding their financial profile and tailoring the pitch accordingly
• Achieve monthly fundraising targets across instrument categories (see Target above)
• Prepare for and participate in CEO/leadership-led investor meetings and events
3. Asset Leasing Portfolio — Floor Maintenance
• Ensure the ₹2 Cr/month asset leasing floor is consistently met as a baseline before equity incentives apply
• Drive renewals and reinvestments from the existing asset leasing investor base
4. Documentation & Compliance
• Handle end-to-end investment documentation — DSA, SSA, DTD, KYC, and risk acknowledgement forms
• Ensure all investments are processed in compliance with applicable regulations and internal policies
• Maintain accurate CRM records with source attribution, investor status, and pipeline data
5. Research & Strategy Support
• Support the Finance Head / investments team with portfolio analytics, investor behavior insights, and product positioning feedback
• Track market benchmarks and competitor product structures in alternatives and real estate yield products
• Contribute to research on future product structures (AIF, SM REIT, etc.) as BHIVE’s capital platform evolves
Collaboration and communication: Proactive monitoring and collaboration with team members and internal departments are necessary to guarantee seamless operations at the Centre.
How the role Interact with other teams or Individuals: Ensure effective communication and coordination between different cross functional teams to align the investment function with overall business goals.
If you feel eligible and interested in applying, please fill the form which is a part of the pre-screening process – Investment Manager – Bangalore – Fill out form
