Portfolio Monitoring Specialist

4 weeks ago


Navi Mumbai, Maharashtra, India Apex Group Full time
Description

Unlock Your Potential in Portfolio Monitoring

We are seeking a highly skilled and motivated Senior Associate / AVP to join our global Portfolio Monitoring team. As a key member of our team, you will play a critical role in supporting the development and delivery of our pioneering product.

Key Responsibilities

  • Capture and review financials of private and public companies owned by Private Equity Funds across the globe.
  • Analyze financial statements and derive insights to support investment decision-making.
  • Develop and maintain analytical monthly packs, including ad-hoc analysis, to support client needs.
  • Coordinate with various teams to obtain necessary information and communicate with clients on task status.
  • Search, procure, and process information about global companies using multiple methods and sources.
  • Provide product demos to prospective and existing clients and assist in new business wins.

Requirements

  • Post-graduate degree or equivalent in a relevant field.
  • 1-10 years of experience in relevant financial services, including Management Reporting or Operational Finance.
  • Strong research and analytical skills, including critical thinking and data integration.
  • Ability to work independently and produce high-quality work products.
  • Experience working independently, identifying process enhancements, and prioritizing tasks.
  • Effective oral and written communication skills to articulate analysis.
  • Advanced understanding of MS Excel, Word, and PowerPoint.
  • Team management and client management experience is mandatory for the AVP role.

What We Offer

  • A unique opportunity to contribute to the improvement of businesses, communities, and the environment.
  • Significant day-to-day responsibility to demonstrate your abilities.
  • Learning opportunities across various skills and topics.
  • Experience with a highly respected multinational organization in the financial sector.

We measure our success as a business by delivering great products and services, increasing assets under administration, and positively impacting people, society, and the planet. If you are looking to take the next step in your career and work for a high-performing organization, please share your CV and cover letter.



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