Insight Associate

Our Partner, a Our Partner company was founded on one idea - to empower those who invest in private markets. Private investments are, a little less private and a little more open. With customers at the center of our decision-making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence.

We operate from four offices located in the US and UK with an employee count of 200+ professionals**. **As an established Fintech company, we are seeking creative and proactive engineers for our** Insight Associate** operations team in Bangalore who will be a great value addition and help us define the future of our technology.

As an **Insight Associate**, you will be part of a high-impact team focused on delivering exceptional customer service in the context of both People and Customer Promises within Investor Insight. Reporting to the Senior Insight Associate, you will be responsible for the delivery of timely, accurate, and high-quality MI reporting. In addition, the role requires the Associate to lead, empower and develop individuals to fulfill their potential and deliver world-class customer service.

**Roles and Responsibilities**:

- Ensure that the team delivers on key Service Level Agreements (SLAs) & KPIs through effective leadership within the Insight operation.
- Finding and summarising information (performance metrics, types of fees, expenses, and Fund structure) relevant to Portfolio Monitoring for Private Equity / Limited Partnership funds.
- Should ask questions to the Fund Managers regarding transactions and financial statements
- Able to constantly raise the bar in terms of delivering an exceptional customer experience.
- Create the right culture to make sure that both internal and external customer’s journey is not impacted.
- Review colleagues’ output and ensure that the quality of MI reporting is accurate and in line with expectations.
- Must be capable of independently conducting analyses of financial statements and capital account movements.
- Experience working with extracting correct quantitative and qualitative information from financial reports.
- Able to work closely with other internal departments to ensure timely accurate client reporting.

**Key requirements for this role**:

- ** 4 years of related experience in preparing reports (any industry).**:

- Experience working in Financial reporting is a plus.
- Experience or understanding of the Private Equity Industry/Limited partnership funds is a plus.
- Education level - Bachelor’s Degree. University courses conducted in English are preferred.
- Strong experience in data extraction from financial statements and data reconciliation.
- Should have a good understanding of Microsoft Excel and Microsoft Office 365.
- Should be good at Analysing data using Microsoft Excel.
- Business fluency in English is required.
- A highly effective leader with strong analytical skills and consistently delivering good customer outcomes.
- Capable enough of identifying how to approach tasks, prioritizing and planning work in an organized manner, and monitoring and measuring progress.
- Should be confident with managing stakeholders, internal and external, to a senior level.
- Ability to work accurately under pressure to meet client deadlines.
- Exceptional attention to detail and curiosity to investigate out-of-pattern items and to always ask “Why”.

**Stable and Growing**:
**The Scalers** is a leader in its industry, with multiple offices across Europe and Asia.

Working for The Scalers offers you a stable and rewarding career. Our international team in Bengaluru (Indian, French, American) and our Chief Happiness Officer will ensure we have a tremendous experience together

**Neat Perks**:

- Comprehensive **health insurance**:

- A MacBook Pro or Lenovo T490
- **Business Trips** worldwide
- **Flexible timings**:

- **Fun activities** round the year
- Training & development
- Freshly roasted coffee ️

**Enhance Your Skills**:
At The Scalers we use the latest technologies and will always welcome your ideas to make our product better.

Our
**training and development programs** make sure you always stay ahead of the curve and enhance your profile