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Portfolio Manager

3 weeks ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

Portfolio Management Associate

The selected candidate will be responsible for maintaining and enhancing portfolio details of various private equity funds, including investor-specific quarterly reporting templates.

Key Responsibilities:

  • Maintain accurate and up-to-date portfolio information of various private equity funds
  • Create and manage pre-defined investor-specific quarterly reporting templates
  • Analyze PE Funds performance by reviewing fund cash flows and quarterly financial reports
  • Analyze and calculate 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, valuation/leverage multiples, etc.
  • Track the performance of operational KPIs and operational updates on a quarterly basis
  • Create/update fund track record 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
  • Coordinate with cross-functional teams to ensure timely and accurate information exchange

Required Skills and Qualifications:

  • Post-graduate/CFA/CA/MBA/CCRA/CIIA/CAIA equivalent qualification
  • 1-10 years of experience in relevant financial services, including management reporting or operational finance, preferably with some research experience
  • E-front+ Excel+ Power BI + Microsoft Access experience is an added advantage
  • Strong analytical skills with ability to work hands-on and produce high-quality work product
  • Ability to prioritize large and varied workload, managing multiple tasks and details simultaneously
  • Excellent communication and interpersonal skills