Job Description:
1. Data Collection & Governance: - Collecting the required data from the Portfolio companies, scrubbing the data,
and uploading the same to the firm’s portfolio monitoring system.
2. Data Reporting: - Majorly responsible for the regular reporting needs of the LPs, Sr. Mgmt., etc.
3. Data Analysis: - Handle any substantive analytics and ad-hoc requests.
Key Responsibilities: -
· Develop a good understanding of the investment strategies for Private Equity, Tactical Opportunity, Life
Sciences, Infra, Energy, Growth funds, and other business units as required.
· Become the SME and the ‘Go To’ person for the team members for any doubts related process.
· Preparing Ad-Hoc reports/dashboards as per management’s requirement.
· Ensure timely allocation and delivery of work to the client without breaching the SLAs/KPIs.
· Mentor and coach, the team members by providing them with timely feedback.
· Build a solid relationship with the clients and ensure they get the best possible experience from the team.
· Preparing the process documentation and creation of SOPs.
· Identify process gaps and drive process improvement projects.
Desired Candidate Profile: -
· Candidate must be a Postgraduate in finance with 6 - 8 years of relevant experience in various private equity
concepts, fee structures, and performing end-to-end business valuations.
· Basic conceptual knowledge of various valuation techniques like DCFs, Comparable Company Analysis, etc.
· Should have very good working knowledge of Answering Due Diligence Questionnaires and Other
Fund/Investment level reporting like Valuation reporting, LP reporting.
· Strong Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word).
· Experience in iLevel, 73Strings, or any reporting software is advantageous.
· The ability to effectively work as an individual contributor and a people manager who possesses strong
analytical, problem-solving, critical thinking, and decision-making skills, multitask, and deliver under tight
deadlines.
· The profile involves effective communication across clients’ facilities globally and hence possessing
excellent interpersonal and communication skills in verbal and written English is a must.
· A desire to work in an international team environment, often under pressure and with multiple stakeholderslack
