Portfolio Monitoring and Reporting

1 month ago

Bengaluru, India Apex Group Full time

Portfolio Monitoring and Reporting

Location: Bangalore, India
Date Posted: Apr 13, 2023

**Description**
- Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity**Employment Type (full time)**:
***Associate / Senior Associate / AVPThis is an excellent opportunity for a highly motivated professional to join our global PortfolioMonitoring team. This role demands a multi-faceted skillset that encompasses rigorous numericalanalysis, high quality communication (verbal and written) and the ability to work effectivelywithout supervision to contribute to the team objectives.What we look for-
and are prepared to work hard and love what they do. Every member in the team plays a part inmaking 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 entrepreneurialenvironment and become part of a globally connected team. We don’t just want you to succeed,we want you to flourish. To work cohesively in a team, which liaise with Private Equity Firms acrossglobe in the ares of Portfolio Monitoring and Reporting. The role requiresCapturing/reviewing financials of private and public companies which are owned by PrivateEquity Funds across globe with an ability to read/interpret/analyse financial statementsand help derive insights from it.Creating/maintaining/producing different analytical monthly packs including ad-hocanalysis for the client to support their investment decision making in the core area ofbusiness.Coordinating with different teams to get right information on time and communicating ona constant basis with clients on the status of tasks.Searching for, procuring, and processing information about global companies usingmultiple methods, techniques and sources.Provide product demos to the prospect and existing clients, and assist in new businesswins.Skills RequiredPost-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.1 - 10 years of experience in relevant financial services experience incl. ManagementReporting or Operational Finance, preferably with some research experience.Strong research and analytical skills, including critical thinking and the ability to integratevarious sorts of data and information in the analysis.Ability to work hands-on, delving into projects with a strong attention to detail andemphasis on producing a high-quality work product.Experience working independently, proactively identifying or initiating ways to enhance aprocess, procedure or outcome that benefits the organization.Ability to prioritize a large and varied workload, managing multiple tasks and detailssimultaneously.Ability to show initiative, willingness to learn and take on responsibilities as contributingteam 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 minimumor 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.What you will get in returnA genuinely unique opportunity to help support the development and delivery of apioneering product.Significant day-to-day responsibility to contribute to the team and demonstrate your ownabilities.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 theenvironment around the world.We measure our success as a business, not only by delivering great products and services andpositively impact people, society, and the planet. For more information on our commitment toCorporate Social Responsibility (CSR) please visit our CSR policy page.If you are looking to take that next step in your career and are ready to work for a high performingyour CV and cover letter.

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