Job Description

Portfolio Monitoring and Reporting
Location: Pune, India
Date Posted: Feb 17, 2023


Description



Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity


Employment Type (full time): AVP


This is an excellent opportunity for a highly motivated professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.


What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member in the team plays a part in making our business what it is today and the more we grow, the more important that becomes.


Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don\xe2\x80\x99t just want you to succeed, we want you to flourish. To work cohesively in a team, which liaise with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires

• 
  Capturing/reviewing financials of private and public companies which are owned by Private Equity Funds across globe with an ability to read/interpret/analyse financial statements and help derive insights from it.
• Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business.
• Coordinating with different teams to get right information on time and communicating on a constant basis with clients on the status of tasks.
• Searching for, procuring, and processing information about global companies using multiple methods, techniques and sources.
• Provide product demos to the prospect and existing clients, and assist in new business wins.

• 
  Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
• 8+ years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with some research experience.
• Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.

• 
  Ability to work hands-on, delving into projects with a strong attention to detail and emphasis on producing a high-quality work product.
• Experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits the organization.
• Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously.
• Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success.
• Should be solutions focused and can work in unstructured environments under minimum or no supervision.
• Willingness to acknowledge what is not understood and seek assistance.
• Effective oral and written communication skills to clearly articulate analysis.
• Advanced understanding of MS Excel, Word and PowerPoint.
• Team management and client management experience mandatory for the AVP role.

• A genuinely unique opportunity to help support the development and delivery of a pioneering product.
• Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities.
• Learning opportunities across a variety of skills and topics.
• Experience with a highly respected multinational organisation in the financial sector.
• Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.