Summary
Overview
Work History
Education
Skills
Certification
Languages
Websites
Timeline
Generic

Ayan Paul

Kolkata

Summary

Investment specialist with over 11 years of experience leading full-cycle debt transactions across South and Southeast Asia. Expertise in origination, credit structuring, due diligence, investment committee presentations, and portfolio risk monitoring. Proven ability to source and close deals with financial institutions, MSMEs, and impact enterprises in inclusive finance, climate, and gender-smart sectors. Skilled in negotiation, stakeholder engagement, and ESG/impact assessment with DFIs, impact funds, and institutional investors.

Geographies: South Asia (India), Southeast Asia.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Portfolio Manager

GreenArc Capital Pte. Ltd
Singapore
05.2023 - Current
  • Lead a USD 30M blended finance facility, anchored by the U.S. DFC.
  • Source, screen, and conduct due diligence on early and growth-stage companies in financial inclusion, MSMEs in agriculture, and climate-resilient sectors in Southeast Asia and India.
  • Negotiate terms, and oversee transaction documentation and closing with borrowers, legal advisors, and funders.
  • Manage ongoing portfolio monitoring, covenant compliance, and impact reporting aligned with the SDGs.
  • Build partnerships with DFIs, catalytic funders, and co-lenders for syndication opportunities.

Notable Transactions:

  • Supported debt funding to microfinance institutions in Indonesia, enabling rural women to expand livelihoods, and advancing gender-lens impact.
  • Structured a debt transaction for a fast-growing MSME loan provider in Vietnam, strengthening its ability to extend affordable credit to small enterprises.

Investment Manager

Caspian Impact Investment
Hyderabad
04.2022 - 04.2023
  • Led full debt deal cycle including origination, due diligence, structuring, negotiations, and closures in financial inclusion, climate, and MSME finance.
  • Managed $15M portfolio through risk assessment, monitoring, and borrower engagement.
  • Presented credit recommendations and structuring insights at IC meetings for investment representation.
  • Strengthened client relationships to ensure seamless post-investment engagement.

Notable Transactions:

  • Structured debt financing for electric three-wheeler lenders in India to support climate-friendly mobility.
  • Executed debt investment in solar-powered cold storage manufacturer, reducing post-harvest losses and emissions.

Senior Investment Associate

Caspian Impact Investment
Hyderabad
04.2021 - 03.2022
  • Conducted detailed company assessments (financial, operational, governance, and impact).
  • Designed financial models and credit risk frameworks to support investment decision-making.
  • Prepared IC presentations and memos, securing approvals for high-impact transactions.

Senior Associate - Portfolio Risk Management

Caspian Impact Investment
Hyderabad
01.2019 - 03.2021
  • Managed a USD 20 million portfolio with about 35 borrowers.
  • Conducted portfolio risk monitoring and redeveloped early-warning systems for MSME and FI lending portfolios.
  • Conducted sector and borrower-level risk assessments, feeding into the portfolio risk strategy.
  • Partnered with lenders and investors, contributed to the design of a tech-enabled loan origination platform, and supported capital raise efforts.

Deputy Manager - Corporate Ratings

CARE Ratings Limited
Hyderabad
07.2014 - 12.2018
  • Rated financial instruments of 85+ mid-sized and large corporates across various sectors in manufacturing and services.
  • Conducted due diligence, sector analysis, and portfolio monitoring, especially in the power sector, roads and construction, renewable energy, aquaculture, etc.
  • Produced rating notes, rationales, and sector research.
  • Led awareness presentations with banks and institutional clients.

Education

Cost & Management Accountant (CGMA, ACMA) - London

The Chartered Institute of Management Accountants (CIMA, UK)
London
01.2022

Cost & Management Accountant (ACMA) - Kolkata

The Institute of Cost Accountants of India (ICAI)
Kolkata
02.2013

Chartered Accountancy - Intermediate - Kolkata

Institute of Chartered Accountants of India (ICAI)
Kolkata
05.2010

Bachelor of Commerce (Honors) - Finance & Accounts

University of Calcutta
Kolkata
07.2007

Skills

  • Deal origination and pipeline development
  • Transaction structuring and negotiation
  • Due diligence and analysis
  • Investment committee presentations
  • Portfolio monitoring and risk management
  • Credit risk assessment and modeling
  • Stakeholder engagement strategies
  • ESG and impact measurement

Certification

  • Sustainability and climate risk, GARP, USA, Nov-2024
  • Financial modeling and valuation, Grant Thornton, Aug-2020

Languages

Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Timeline

Senior Portfolio Manager

GreenArc Capital Pte. Ltd
05.2023 - Current

Investment Manager

Caspian Impact Investment
04.2022 - 04.2023

Senior Investment Associate

Caspian Impact Investment
04.2021 - 03.2022

Senior Associate - Portfolio Risk Management

Caspian Impact Investment
01.2019 - 03.2021

Deputy Manager - Corporate Ratings

CARE Ratings Limited
07.2014 - 12.2018

Cost & Management Accountant (CGMA, ACMA) - London

The Chartered Institute of Management Accountants (CIMA, UK)

Cost & Management Accountant (ACMA) - Kolkata

The Institute of Cost Accountants of India (ICAI)

Chartered Accountancy - Intermediate - Kolkata

Institute of Chartered Accountants of India (ICAI)

Bachelor of Commerce (Honors) - Finance & Accounts

University of Calcutta
Ayan Paul