Sharmila Sahu
Executive and Research Assistant | Investor Relation
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About
Finance professional with 2+ years of experience across investment operations, investor relations support, fund administration and executive support, including direct exposure to SWAMIH Fund I at SBI Ventures Limited. Experienced in investor reporting, fund communications, drawdowns, capital contribution tracking, portfolio reporting, investor data requirements, fund documentation and senior stakeholder coordination. MBA in Finance with strong capabilities in Excel, PowerPoint, reporting, documentation and cross-functional coordination.
Experience
Executive and Research Assistant at SBI Ventures Ltd – SWAMIH Fund I (2024-02 – Present)
Support investor relations and fund reporting activities, including quarterly investor updates, DEA presentations, portfolio reports and ad-hoc investor information requirements.
- Coordinate preparation and circulation of investor communications, fund reports, presentations and supporting documentation with Finance, Legal, Investment and Compliance teams.
- Issue drawdown notices, capital call letters and legal addenda; coordinate investor contribution tracking and related documentation.
- Maintain and update investor, fund and transaction data for reporting, monitoring and investor communication requirements.
- Maintain structured records of investor notes, regulatory communications, legal documentation and fund records.
- Coordinate with IC and AMC members on meeting confirmations, agenda materials, minutes and action-item follow-up.
- Prepare and format investor presentations, fund reports, management updates and meeting documentation for internal and external circulation.
- Support audit, compliance and regulatory information requirements by coordinating accurate and timely fund data.
Executive Assistant at Securities and Exchange Board of India (SEBI) (2022-12 – 2024-01)
Supported senior-level administrative, documentation and coordination requirements within a regulatory environment.
- Coordinated meetings, correspondence, records and follow-ups with internal and external stakeholders.
Executive Assistant at K12 Techno Services (2021-09 – 2022-11)
Provided executive support including scheduling, documentation, coordination and reporting activities.
- Maintained organized records and supported timely follow-up across multiple stakeholders.
Education
MBA in Finance Specialization – Uttaranchal University, Dehradun (2025)
Bachelor of Commerce – Mumbai University (2020)
