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Senior Investment Specialist

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Pune, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
About the Role

We are seeking a highly skilled and experienced professional to fill a senior associate position. In this role, you will be responsible for tracking quarterly valuations from capital accounts and rolling forward valuations using cash flow notices.

Additionally, you will track original commitments, unfunded obligations using cash flows notices and capital accounts. You will also capture 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 etc.

You will analyze PE funds performance by going through fund literature such as quarterly/financial reports. Your tasks will include preparation of quarterly reports to investors on the funds' and portfolio companies' performance (comprising NAV, DVPI, TVPI, IRRs, costs and investors' capital accounts).

Furthermore, you will track the performance of operational KPIs and operational updates on a quarterly basis. You will calculate fund multiples and IRRs using cash flows and perform various fund analytics such as attribution and value creation analysis.

Your responsibilities will also include managing client relationships for the funds and individually handling deliverable requirements on a daily/weekly/monthly/quarterly basis.