Portfolio Manager

1 day ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000
Portfolio Manager Job Description

We are seeking a Portfolio Manager to oversee the management of various private equity funds.

Key Responsibilities:

  • Update and manage portfolio details of various private equity funds.
  • Develop and maintain pre-defined investor-specific quarterly bespoke reporting templates.
  • Analyze PE Funds performance by reviewing fund cash flows and quarterly/financial reports.
  • Calculate and analyze fund valuation data, including investment cost, realized/unrealized value, gross/net multiple, gross/net IRR, and financial KPIs such as revenue, EBITDA, net debt, and valuation/leverage multiples.
  • Track the performance of operational KPIs and provide regular updates on a quarterly basis.
  • Create and update fund track records and reconcile data using cash flow notices.
  • Perform calculations to determine fund multiples and IRRs using cash flows and conduct various fund analytics, including attribution and value creation analysis.
  • Reconcile portfolio-level operational data, including geographical presence, headquarters, and portfolio leverage.
  • Collaborate with different teams to obtain necessary information and communicate regularly with clients regarding task status.

Requirements:

  • Postgraduate degree or equivalent (CFA, CA, MBA, CCRA, CIIA, CAIA).
  • 1-10 years of experience in relevant financial services, preferably with experience in management reporting or operational finance, and research.
  • Experience with front-end tools, Power BI, Microsoft Access, and MS Office is an added advantage.
  • Ability to work independently, prioritize tasks, and deliver high-quality work products.
  • Strong communication and interpersonal skills, with ability to collaborate with teams and clients.

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