
Experienced Financial Associate
6 days ago
Job Title: Experienced Financial Associate
About the Role
We are seeking a highly skilled and experienced financial professional to join our team. As an Experienced Financial Associate, you will play a key role in providing analytical support to our clients.
Main Responsibilities:
- Update and manage portfolio details of various private equity funds, ensuring accuracy and timeliness.
- Analyze PE Funds performance by reviewing fund cash flows and quarterly/financial reports, providing insightful analysis and recommendations.
- Calculate fund valuation data, including investment cost, realized/unrealized value, gross/net multiple, and financial KPIs such as revenue, EBITDA, net debt, and valuation/leverage multiples.
- Track operational KPIs and provide quarterly updates, ensuring alignment with company goals.
- Collaborate with teams to gather information, communicate status updates, and resolve issues efficiently.
Requirements
- Post-graduate degree or equivalent (CFA, CA, MBA, CCRA, CIIA, CAIA).
- 1-10 years of experience in relevant financial services, preferably with management reporting or operational finance experience and research skills.
- Proficiency in MS Office, particularly MS Word and MS Excel, and familiarity with Power BI and Microsoft Access is an added advantage.
- Strong analytical and problem-solving skills, with the ability to work independently and prioritize tasks effectively.
- Excellent communication and interpersonal skills, with a solutions-focused approach and willingness to learn and take on responsibilities.
What We Offer
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- Competitive compensation package.
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