Portfolio Monitoring
3 weeks ago
Job Description About the Role 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. 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. Responsibilities - Analyze PE Funds performance by going through fund literature such as quarterly/financial reports - Capturing 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 basis - Can lead the team of 2-3 analyst and associates - Creating / updating fund track record and reconciling the data using cash flow notices - Working around valuation templates, including updating on quarterly basis and making desired changes - Calculating fund multiples and IRRs using cash flows and performing various fund analytics such as attribution and value creation analysis - Manage the client library task such as portfolio company details, fund financial statements and capital notices - Reconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverage - Ensure maintenance of all output reports and dashboards so that the submitted data flows through seamlessly - Modify and maintain all templates and reports as per requirement - Support the Client's quarterly valuation process and making any edits required to the valuations template on iLevel - Setting up access for client users and sending periodical templates to portfolio companies to collect the monthly / quarterly data - Updating bespoke LP templates using iLevel. Creating excel based templates from scratch to fetch data from iLevel using iGets Qualifications - MBA in Finance, Economics or Business management / CFA Required Skills - Experience in and around Private equity/ Valuations / Financial Statement Analysis - Creation and maintenance of iLevel Templates and Portal - Basic knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trends - Strong understanding of various methods of valuations, including DCF and Relative valuation - Strong analytical, communication (written/verbal) and client engaging skills - Strong knowledge of Microsoft Word, Excel, PowerPoint - Ability to multi-task and thrive in a fast-paced, deadline-driven environment - Ability to develop and maintain lasting relationships with senior professionals; good interpersonal skills; goal-oriented - Ability to be a team player and contribute to the development of the team - Strong work ethics, commitment to excel and proven ability to work with minimum supervision - Previous experience in a similar role will be an added advantage Preferred Skills - Previous experience in a similar role will be an added advantage Equal Opportunity Statement We are committed to diversity and inclusivity.
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Portfolio Monitoring
6 days ago
Gurugram, Gurugram, India OakNorth Full timeJob Description Portfolio Monitoring Gurugram ONGPL Portfolio Monitoring / Hybrid The incoming candidate will be a part of one of the Bank's Credit (lending) teams and will be expected to have strong understanding of financial statements including important lending and credit risk metrices. Job Responsibilities - Credit-worthiness analysis of borrowers,...
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Immediate Start! Manager
4 weeks ago
Gurugram, India Fidelity International Full timeJob Description About the Opportunity Job Type: Permanent Application Deadline: 11 October 2025 Job Description Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 We're proud to have been helping our clients build...
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Gurugram, Gurugram, India Green Portfolio Full timeJob Description Company Description Green Portfolio, registered under SEBI, is a rapidly growing Portfolio Management and Research Analyst company focused on Indian equity markets. We cater to both portfolio management services (PMS) and investment advice to retail clients globally, with AUM and AUA exceeding INR 380 Crores as of April 30th. Our team, led by...
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Portfolio Manager
4 weeks ago
Gurugram, Gurugram, India IndusInd Bank Full timeJob Description Role Overview: IndusInd Bank is looking for a highly analytical and proactive Portfolio Manager to join the Digital Team of the Bank. This strategic role is responsible for optimizing pricing strategies, managing portfolio risk, maintaining the P&L, and driving revenue growth across retail assets portfolio including loans and credit cards....
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Full Time Contractor- Portfolio Monitoring Unit
4 weeks ago
Gurugram, Gurugram, India KKR Full timeJob Description Company Overview KKR is a leading global investment firm that offers alternative asset management as well as 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 its portfolio companies and...
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Portfolio Director
2 days ago
Gurugram, Gurugram, India RX Global Full timeJob Description Portfolio Director Do you enjoy developing business networks for market penetration Are you motivated by the opportunity to contribute to diverse elements for Portfolio About our Team RX is a global leader in events and exhibitions, leveraging industry expertise, data, and technology to build businesses for individuals, communities, and...
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Portfolio Management Analysis
3 weeks ago
Gurugram, India BlackRock Full timeJob Description About This Role About the team and role The Systematic Fixed Income Portfolio Management team within BlackRock Systematic, has the responsibility for managing Blackrock's Fixed Income portfolios in EMEA, across Institutional pooled funds, Segregated accounts and Hedge Funds. The team is responsible for ensuring that the portfolios meet their...
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Associate/ Senior Associate
4 weeks ago
Gurugram, Gurugram, India Oxane Partners Full timeJob Description The primary responsibility would involve working closely with global banks or asset managers in monitoring their corporate credit portfolio investments. The role would entail carrying out detailed underwriting and portfolio monitoring of middle market loans, presenting analysis to the credit committee and monitoring the ongoing performance of...
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PORTFOLIO DIRECTOR
4 days ago
Gurugram, India RX Global Full timeThis job is with RX Global, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Portfolio Director Do you enjoy developing business networks for market penetration? Are you motivated by the opportunity to contribute to diverse elements for Portfolio?...
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Gurugram, Gurugram, India SBI Card Full timeJob Description Role Purpose Manage the Key Asset Quality & Product Risk metrics for the Organization. Role Accountability 1. Monitor Key Risk indicators and early warning triggers on Asset Quality and ensure ongoing portfolio monitoring to identify and flag-off any areas of concern on a timely basis, for corrective action. 2. Review and monitor the...
