Portfolio Monitoring and Reporting

3 weeks ago

Kolkata, India Apex Group Full time

Portfolio Monitoring and Reporting

Location: Kolkata, 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**

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment 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 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.

**Skills**
***
**Required**
- 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.

**What**
***
**you**
***
**will**
***
**get**
***
**in**
**return**
- 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.

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