Job Description

Acuity Analytics

Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organisation helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.
With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organisations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our people--by investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.
Acuity became an independent business in 2019 following its acquisition from Moody's Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor--supporting our continued growth and innovation.
For more information, visit www.acuityanalytics.com

Basic Information

Position Title -

Analyst

Experience Level -

1-3 years

Department -

Private Markets

Location -

Gurgaon

Position reports to -

Delivery Managers

Job Purpose

The individual will play a key role in supporting the Portfolio Monitoring team of a Private Equity client around financial analysis. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring and investor reporting services.

This opportunity is ideal for private equity / investment banking professionals interested in working with leading global private equity funds and asset management companies. The role provides good exposure to various aspects of the private equity and valuations industry.

Key Responsibilities

Analyze PE Funds performance by going through fund literature such as quarterly/financial reports
Capturing fund valuation data such as investment cost, realized / unrealized value, gross / net multiple, gross / net IRR and financial KPIs such as revenue, EBITDA, net debt etc.
Tracking the performance of operational KPIs and operational updates on quarterly basis
Creating / updating fund track record and reconciling the data using cash flow notices
Working around templates, including updating on quarterly basis and making desired changes
Calculating fund multiples and IRRs using cash flows and performing various fund analytics such as attribution and value creation analysis
Manage the client library task such as portfolio company details, fund financial statements and capital notices
Reconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverage
Ensure maintenance of all output reports and dashboards so that the submitted data flows through seamlessly
Modify and maintain all templates and reports as per requirement
Setting up access for client users and sending periodical templates to portfolio companies to collect the monthly / quarterly data

Key Competencies:

Experience in and aroundPrivate equity/ Valuations / Financial Statement Analysis Basic knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trends

MBA in Finance, Economics or Business management / CFA
Strong analytical, communication (written/verbal) and client engaging skills
Strong knowledge of Microsoft Word, Excel, PowerPoint
Ability to multi-task and thrive in a fast-paced, deadline-driven environment
Ability to develop and maintain lasting relationships with senior professionals; good interpersonal skills; goal-oriented
Ability to be a team player and contribute to the development of the team
Strong work ethics, commitment to excel and proven ability to work with minimum supervision
Previous experience in a similar role will be an added advantage