Associate- Private Equity

2 days ago


pune, India SG ANALYTICS PRIVATE LIMITED Full time

About Us: SG Analytics (SGA), a Global Insights and Analytics company, offers Investment & Market research, ESG, and Data Analytics services to global firms. The company has a presence in New York, San Francisco, Austin, Chicago, Toronto, London, and Zurich with delivery centres in Pune, Bengaluru, and Hyderabad. We are growing consistently at a rapid pace for the last few years.


SGA is a Great Place to Work (GPTW) certified company, and with its thriving work environment shaped by a growth mindset, abundant learning, and a meritocracy-driven culture, SG Analytics has also been awarded regional best employer thrice in a row.


JOB Description

  • Role: Associate, Private Equity
  • Experience : 4 - 6 years
  • Location : Pune


Summary: SGA is rapidly expanding its PE business and seeks a highly skilled Associate to manage client onboarding and project execution. The ideal candidate should i) possess strong fund modelling skills, ii) In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products, iii) demonstrated ability to create solutions for unstructured requests, and iv) excel in independent review and quality check of clients’ projects. This role also requires effective collaboration with internal stakeholders to ensure seamless delivery and drive successful project outcomes.


Responsibilities:

  • Analyzing company documents to create information memorandums, competitive landscape, sector reports, financial benchmarking, evaluation of term sheets and trading and transaction comps
  • Identifying and profiling potential targets/buyers for sponsor led deals
  • Working on Financial Models and assumptions validation, DCF, LBO, fund modeling, sensitivity analysis, quality of earnings analysis
  • Maintaining portfolio operating models, and performing periodic portfolio valuations
  • Performing secondary research through the web and available databases to prepare investment thesis and memorandums
  • Comprehend client objectives in detail by front facing conversations. Build confidence and create a strong impression in new prospects’ minds
  • Be responsible for quality check and client deliverable. Develop solid relationships with existing clients to ensure maximum client retention and client delight
  • Participate in process improvement initiatives to enhance the efficiency and effectiveness of projects
  • Managing a team of 3-6 analysts


Requirements:

  • At least 4 years of experience of working with or servicing Private Equity clients
  • In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products
  • Strong proficiency in financial modelling, fund modeling and valuation techniques and can manage unstructured and open-ended requests
  • Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, Factset, and Mergermarket
  • Excellent analytical and presentation skills and attention to detail
  • Conduct on the job and off the job trainings for the team members


Soft Skills:

  • Self-driven and Dynamic
  • Able to think out-of-box and come up with innovate ideas
  • Excellent written and oral communication skills in English
  • Results oriented
  • Problem solving skills

Education Qualification:

  • MBA Finance / CFA level 2+



  • Pune, India SG ANALYTICS PRIVATE LIMITED Full time

    About Us: SG Analytics (SGA), a Global Insights and Analytics company, offers Investment & Market research, ESG, and Data Analytics services to global firms. The company has a presence in New York, San Francisco, Austin, Chicago, Toronto, London, and Zurich with delivery centres in Pune, Bengaluru, and Hyderabad. We are growing consistently at a rapid pace...

  • Senior Associate

    1 week ago


    pune, India Apex Group Ltd (India Branch) Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...


  • Pune, Maharashtra, India LRI Invest Full time

    Description Do you have Fund Accounting experience, and are you seeking a new job in Pune? Apex Group is looking for a Private Equity Fund Accounting Senior Associate, and the hybrid role comes with an attractive salary and benefits package. This full-time hybrid role comes with a favourable salary and the chance to join a progressive company. Your primary...

  • Senior Associate

    4 weeks ago


    Pune, India Apex Group Ltd (India Branch) Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...

  • Senior Associate

    4 weeks ago


    Pune, India Apex Group Ltd (India Branch) Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...

  • Senior Associate

    1 week ago


    pune, India Apex Group Ltd (India Branch) Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...

  • Senior Associate

    3 weeks ago


    Pune, India Apex Group Ltd (India Branch) Full time

    Key duties and responsibilities Review and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting. Review Capital Call and distribution workings along with notices and release to...


  • Pune, Maharashtra, India Wipro Limited Full time

    Pune, India - DOP SLH - 3035392 **Job Description**: **Job Title: Fund Accounting** **Primary Responsibilities**: - The responsibilities of the role include, but are not limited to: Listed Fund Accountant - Fund administrator oversight - Provide effective oversight of external fund administrators with respect to portfolio performance, accounting and...


  • Pune, India Citco Full time

    PE Supervisor Pune **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. **About the Team & Business Line**: Fund...


  • Pune, India Apex Group Ltd Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...


  • pune, India Apex Group Ltd Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...


  • Pune, India Apex Group Ltd Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...


  • Pune, India Apex Group Ltd Full time

    Key duties and responsibilitiesReview and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.Review Capital Call and distribution workings along with notices and release to...


  • Pune, India Apex Group Ltd Full time

    Key duties and responsibilities Review and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting. Review Capital Call and distribution workings along with notices and release to...


  • Pune, Maharashtra, India AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...


  • pune, India AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...


  • pune, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...


  • Pune, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...


  • Pune, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Content Associate

    3 months ago


    Pune, Maharashtra, India Leadership For Equity Full time

    **Background** **About Leadership For Equity (LFE)** **Leadership For Skilled Education Foundation** (branded as **Leadership For Equity**, LFE), is a non-profit (NGO). In our two-fold approach to change, we build the capacity of government system leaders and we influence system processes. In partnership with the local and state education bodies, we...