Portfolio monitoring
4 days ago
About the RoleThe individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring, valuations 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.The individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations.ResponsibilitiesAnalyze PE Funds performance by going through fund literature such as quarterly/financial reportsCapturing 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 basisCan lead the team of 2-3 analyst and associatesCreating / updating fund track record and reconciling the data using cash flow noticesWorking around valuation templates, including updating on quarterly basis and making desired changesCalculating fund multiples and IRRs using cash flows and performing various fund analytics such as attribution and value creation analysisManage the client library task such as portfolio company details, fund financial statements and capital noticesReconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverageEnsure maintenance of all output reports and dashboards so that the submitted data flows through seamlesslyModify and maintain all templates and reports as per requirementSupport the Client's quarterly valuation process and making any edits required to the valuations template on i LevelSetting up access for client users and sending periodical templates to portfolio companies to collect the monthly / quarterly dataUpdating bespoke LP templates using i Level. Creating excel based templates from scratch to fetch data from i Level using i GetsQualificationsMBA in Finance, Economics or Business management / CFARequired SkillsExperience in and around Private equity/ Valuations / Financial Statement AnalysisCreation and maintenance of i Level Templates and PortalBasic knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trendsStrong understanding of various methods of valuations, including DCF and Relative valuationStrong analytical, communication (written/verbal) and client engaging skillsStrong knowledge of Microsoft Word, Excel, Power PointAbility to multi-task and thrive in a fast-paced, deadline-driven environmentAbility to develop and maintain lasting relationships with senior professionals; good interpersonal skills; goal-orientedAbility to be a team player and contribute to the development of the teamStrong work ethics, commitment to excel and proven ability to work with minimum supervisionPrevious experience in a similar role will be an added advantagePreferred SkillsPrevious experience in a similar role will be an added advantageEqual Opportunity StatementWe are committed to diversity and inclusivity.
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Portfolio Monitoring
4 days ago
Gurgaon, Haryana, India OakNorth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearof role – The candidate will be a part of Asset Management team and will be expected to support portfolio growth initiatives in existing client base. Ideal for candidates with strong analytical skills, a strategic mindset, and an entrepreneurial approach to problem-solving.Job Responsibilities:Work within the Asset Management team, in conducting assessment...
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Gurgaon, Haryana, India Fidelity International Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDepartment General Counsel Shared ServicesReports To Senior Manager - Portfolio Compliance MonitoringLevel 5Portfolio Compliance Monitoring:The Portfolio Monitoring team is a global function is part of FILs Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and GurgaonThe team is primarily responsible for...
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Portfolio Monitoring iLevel
5 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio Monitoring iLevel
6 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio Monitoring iLevel
4 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio monitoring ilevel
4 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio Monitoring iLevel
4 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio monitoring ilevel
3 days ago
Gurgaon, India Evalueserve Full timeElevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Portfolio Monitoring
4 days ago
Gurgaon, India Acuity Knowledge Partners Full timeAbout the RoleThe individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring, valuations and investor reporting...
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Portfolio monitoring
4 days ago
Gurgaon, India Acuity Knowledge Partners Full timeAbout the RoleThe individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring, valuations and investor reporting...
