Career Insights: Private Equity and Early-Stage Investing

CFA Institute Live Webinars

Presentation

Recorded 9 May, 2024

Overview

Join us for an insightful webinar led by Naveli Jain, vice president investments at Ankur Capital, as she delves into the thriving landscape of private equity and early-stage investing in India. Over the past decade, this sector has experienced remarkable growth, paralleling the rapid development of the start-up ecosystem in the country. Discover the dynamics and prospects of this exciting field, and uncover the myriad career opportunities it offers. Whether you are a seasoned CFA® charterholder or a candidate looking to embark on a new professional journey, this webinar will provide valuable insight on a rewarding career path in one of India's most dynamic industries.

Learning Outcomes:

Gain an overview of the early-stage investing landscape in India.
Examine different types of roles (e.g., analyst, fund manager, investor relations, operations/reporting).
Review career opportunities for CFA charterholder and candidates.
Discuss the career progression road map.
Learn about the competencies required and potential career paths.

This is the archived version of a live webinar that took place on 9 May 2024

About the Speaker(s)

Naveli Jain is a dynamic investor with a passion for investing across the risk spectrum from early-stage venture capital to late-stage private equity. She currently leads investments in digital technology solutions for enterprises, logistics, supply chains, and health care. Across her decades-long experience in the banking, financial services, and insurance sector, the majority of which is in private equity and venture capital investing, Jain has extensively worked across multiple sectors, including banking, finance, supply chain, manufacturing, industrial, transport mobility, and renewable energy. Her professional journey spans the spectrum from strategy and business development and starting new lines of business, to investment banking and fund raising, including collaborations with institutional investors like CDPQ and Allianz, making her a seasoned professional in the investment landscape.

Rajeev Radhakrishnan is the director of the CFA Society India and a CFA® charterholder with more than 17 years of rich experience. He currently heads the fixed-income desk at the SBI Mutual Fund. Previously, Radhakrishnan was the co-fund manager for fixed income with UTI Asset Management for seven years. He joined SBI Funds Management as a fixed-income portfolio manager in 2008. He is an engineering graduate and holds a master’s degree in finance from Mumbai University.

1 PL Credit

If you are a CFA Institute member don’t forget to record Professional Learning (PL) credit from reading this article.

Record 1 PL Credit

Manage your Learning Credits