Portfolio Manager

10 hours ago

Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Financial Analyst

Our team seeks a highly skilled and detail-oriented Financial Analyst to join our operations. In this role, you will be responsible for analyzing and managing portfolio details of various private equity funds. Your expertise will be utilized in updating pre-defined investor-specific quarterly bespoke reporting templates.

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  • Develop and manage complex financial models to analyze PE Funds performance by reviewing fund cash flows and quarterly/financial reports.
  • Conduct thorough analysis and 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 updates on a quarterly basis, ensuring alignment with company objectives.
  • Create/update fund track records and reconcile data using cash flow notices.
  • Calculate fund multiples and IRRs using cash flows and perform various fund analytics, such as attribution and value creation analysis.
  • Reconcile portfolio-level operational data, including geographical presence, headquarters, and portfolio leverage.

Key Requirements:

  • Postgraduate degree or equivalent (CFA, CA, MBA, CCRA, CIIA, CAIA) is required.
  • A minimum of 1-10 years of experience in relevant financial services, preferably with research experience and skills in front-end, Power BI, and Microsoft Access.
  • Excellent analytical and problem-solving skills, with the ability to work independently and prioritize workload effectively.
  • Strong communication and interpersonal skills, with the ability to coordinate with different teams to obtain timely information.
  • Ability to adapt to changing priorities and deadlines, while maintaining high-quality work products.

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