Portfolio Investment Specialist

3 days ago

Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Investment Fund Manager

This is a highly analytical role where you will be responsible for managing the portfolio details of private equity funds, creating bespoke reporting templates for investors and analyzing fund performance using financial reports.

  • Update and manage portfolio details of various private equity funds to ensure accuracy and completeness.
  • Analyze PE Funds performance by reviewing cash flows and quarterly/financial reports to identify trends and areas for improvement.
  • Calculate and analyze fund valuation data such as investment cost, realized / unrealized value, gross / net multiple and gross / net IRR.
  • Track the performance of operational KPIs and provide regular updates on a quarterly basis.
  • Create and 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, headquarter and portfolio leverage.

Key Qualifications:

  • Post-graduate or equivalent qualification (CFA, CA, MBA, CCRA, CIIA, CAIA) with relevant experience in management reporting or operational finance.
  • 1 - 10 years of experience in relevant financial services experience with strong analytical skills, attention to detail and ability to produce high-quality work product.
  • Proficiency in e-front, ilevel, Power BI and Microsoft Access is an added advantage.
  • Excellent communication and interpersonal skills with ability to work with clients and team members.

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