Senior Associate- Portfolio Monitoring

3 months ago


Gurugram, India Acuity Knowledge Partners Full time

Purpose of the role


Acuity Knowledge Partners is currently looking for an individual to play a key role in supporting private equity/ venture capital team of a global investment company. The professional will be closely working as an extended team member for the client assisting them on their portfolio monitoring services.


Responsibilities


  • Analyze PE Funds performance by going through fund literature such as quarterly/financial reports
  • Tracking the performance of operational KPIs, financial KPIs, Valuation KPIs and operational updates on quarterly basis of the portfolio companies
  • Preparing initial reviews or memorandums for new PE fund/co-investment opportunities
  • Calculating fund multiples and IRRs using cash flows and performing various fund analytics such as attribution and value creation analysis
  • Creating deal summaries for new investment opportunities on a third party tool
  • Manage the client library task such as portfolio company details and financial statements
  • Historical data updates in case of restatements or to fill missing gaps
  • Roll forward quarterly valuation templates update to include updating transaction & trading comps
  • Preparation of the quarterly investment valuation memos where client provides general business updates, EV and market value changes, etc. based on pre-established valuation and pricing
  • Reconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverage


Specific Skill Set Requirements


  1. MBA or other Post-Graduate or Professional Degree in finance from a reputed Institute
  2. Strong knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trends
  3. Knowledge of MS Office with strong skills in MS Word and MS Excel
  4. Knowledge of portfolio monitoring tools like Chronograph tool is an added advantage
  5. Ability to take complete ownership and deliver the projects as per client requirements and timeline
  6. Excellent communication and interpersonal skills
  7. Ability to conduct high-quality project-level conversations with clients


PS:

The role would require someone to work from office on all days (Monday to Friday).



  • Gurugram, India Acuity Knowledge Partners Full time

    Purpose of the roleAcuity Knowledge Partners is currently looking for an individual to play a key role in supporting private equity/ venture capital team of a global investment company. The professional will be closely working as an extended team member for the client assisting them on their portfolio monitoring services.ResponsibilitiesAnalyze PE Funds...


  • gurugram, India Acuity Knowledge Partners Full time

    Purpose of the role Acuity Knowledge Partners is currently looking for an individual to play a key role in supporting private equity/ venture capital team of a global investment company. The professional will be closely working as an extended team member for the client assisting them on their portfolio monitoring services. Responsibilities Analyze PE Funds...

  • Portfolio Monitoring

    3 months ago


    Gurugram, Haryana, India OakNorth Bank Full time

    **Responsibilities**: - Credit-worthiness analysis of borrowers, including financial analysis, industry and sector research, to ensure Bank’s lending remains within acceptable Risk metrics. - Drafting detailed credit reports with key takeaways on the purpose; report has to be concise, easy to read for credit risk to review and comment - Identifying,...

  • Senior Analyst

    2 months ago


    Gurugram, India Connexions Full time

    Job Title : Senior Analyst, Risk & Portfolio ManagementCompany : Alternate Lending Platform Location : Gurgaon (Work from Office)Experience : 1.5-3 yrs relevant expMax CTC : 16 LPAAbout Us : We are a mission-driven team of finance, analytics, and technology professionals focused on driving financial inclusion to serve the underserved across their credit,...

  • Portfolio Manager

    3 days ago


    gurugram, India ETS Full time

    The Portfolio Manager is a project management position focusing on developing a relationship with Strategic Business Units (SBUs) or Functional Centers of Excellence (FCEs) and accountable to successfully deliver a portfolio of investments. In support of the GCC Portfolio Enablement team, the Portfolio Manager leads a portfolio of projects for several small...

  • Portfolio Manager

    3 days ago


    Gurugram, India ETS Full time

    The Portfolio Manager is a project management position focusing on developing a relationship with Strategic Business Units (SBUs) or Functional Centers of Excellence (FCEs) and accountable to successfully deliver a portfolio of investments. In support of the GCC Portfolio Enablement team, the Portfolio Manager leads a portfolio of projects for several small...

  • Senior Analyst

    6 months ago


    Gurugram, India Oxane Partners Limited Full time

    This role will be a part of our growing Portfolio Management team, the primary responsibility would involve working closely with clients in understanding their requirement for investment deals in structured finance space. The individual would assist in managing the project and coordinating with IT implementation team to onboard/setup the transaction on our...

  • Portfolio Manager

    1 month ago


    Gurugram, India IndusInd Bank Full time

    JOB SUMMARY:This role will have responsibilities for the Strategic Initiatives for maximizing revenue and optimizing costs through Portfolio actions on the Customer Base. These will include Customer life cycle management, Activation, Retention and Attrition management, Deposits build up and overall Liabilities Book growth programs via direct customer facing...

  • Portfolio Manager

    1 month ago


    Gurugram, India IndusInd Bank Full time

    JOB SUMMARY:This role will have responsibilities for the Strategic Initiatives for maximizing revenue and optimizing costs through Portfolio actions on the Customer Base. These will include Customer life cycle management, Activation, Retention and Attrition management, Deposits build up and overall Liabilities Book growth programs via direct customer facing...

  • Lead Monitoring

    4 months ago


    Gurugram, India Egon Zehnder Full time

    Role s and Responsibilities Monitor System Performance: Oversee the monitoring of system performance metrics, including uptime, response times, and resource utilization, using monitoring tools such as Nagios, Microsoft SCOM, Site24X7, and other third-party tools, to ensure optimal performance and availability. Troubleshooting and Issue Resolution: Lead the...


  • Gurugram, India apexanalytix Full time

    About us – At apexanalytix, we’re lifelong innovators! Since the date of our founding nearly four decades ago we’ve been consistently growing, profitable, and delivering the best procure-to-pay solutions to the world. We’re the perfect balance of established company and start-up. You will find a unique home here. And you’ll recognize the names of...

  • Lead Monitoring

    4 months ago


    Gurugram, India Egon Zehnder Full time

    Egon Zehnder​Egon Zehnder (www.egonzehnder.com) is trusted partner to many of the world’s most respected organizations and is a leading leadership advisory firm, with more than 560+ consultants and 63 offices in 36 countries spanning Europe, the Americas, Asia Pacific, the Middle East and Africa. Our clients range from the largest corporations to...

  • Product Manager

    3 weeks ago


    Gurugram, India Antara Senior Care Full time

    Job Title: Product Manager Role Summary: You will be responsible for product planning and execution throughout the product lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with sales, marketing, and support to ensure revenue and customer satisfaction goals are met. You will...

  • Product Manager

    4 days ago


    gurugram, India Antara Senior Care Full time

    Job Title: Product ManagerRole Summary: You will be responsible for product planning and execution throughout the product lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with sales, marketing, and support to ensure revenue and customer satisfaction goals are met. You will...

  • Product Manager

    3 weeks ago


    Gurugram, India Antara Senior Care Full time

    Job Title: Product ManagerRole Summary: You will be responsible for product planning and execution throughout the product lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with sales, marketing, and support to ensure revenue and customer satisfaction goals are met. You will...

  • Product Manager

    3 weeks ago


    Gurugram, India Antara Senior Care Full time

    Job Title: Product ManagerRole Summary: You will be responsible for product planning and execution throughout the product lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with sales, marketing, and support to ensure revenue and customer satisfaction goals are met. You will...

  • Principal Analyst

    2 months ago


    Gurugram, India Connexions Full time

    Job Title : Principal Analyst, Risk & Portfolio ManagementCompany : Alternate Lending PlatformLocation : Gurgaon (Work from Office)Relevant experience : 3 - 6 yearsMax CTC : 22 LPAAbout Us: We are a mission-driven team of finance, analytics, and technology professionals focused on driving financial inclusion to serve the underserved across their credit,...

  • Sentiss Pharma

    4 weeks ago


    Gurugram, India Sentiss Pharma Pvt. Ltd. Full time

    Position : Manager/Sr. Manager - PortfolioDepartment : Business DevelopmentWork Location : Sentiss Pharma Pvt Ltd, GurgaonQualification & Experience : B Pharm/M Pharm + MBA (Preferred) with Minimum 10+ years of experience in business development in pharma sector, with emphasis on Portfolio Management (US and EU markets)Key Responsibilities:Portfolio Strategy...


  • Gurugram, India GLG Full time

    Gurugram Client Solutions - Senior Associate Job Summary GLG is the leading insights network, connecting our clients to the largest global network of subject-matter experts across every sector. We bring the power of insight to every great professional decision. We are seeking Senior Associate to support GLG’s business in Americas/EMEA, in Gurugram...

  • Global Operations

    3 months ago


    Gurugram, Haryana, India Kohlberg Kravis Roberts & Co. Full time

    **COMPANY OVERVIEW** KKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in...