Portfolio Monitoring and Reporting team

2 days ago

Pune, Maharashtra, India Apex Group Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes.

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the areas of Portfolio Monitoring and Reporting. The role requires.

  • Capturing/reviewing financials of private and public companies owned by Private Equity
  • Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it.
  • Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business.
  • Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks.
  • Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources.
  • Provide product demos to prospective and existing clients and assist in new business wins.

Skills Required

Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.

years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience.

Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis

Ability to work independently and delve into projects with a strong diligence and emphasis

on producing a high-quality work product.

Experience working independently, proactively identifying, or initiating ways to enhance a

process, procedure or outcome that benefits the organization.

Ability to prioritize a large and varied workload, managing multiple tasks and details

simultaneously.

Ability to show initiative, willingness to learn and take on responsibilities as contributing

team member either in a lead or in a backup role to ensure team success.

Should be solutions focused and can work in unstructured environments under minimum

or no supervision.

Effective oral and written communication skills to clearly articulate analysis.

Advanced understanding of MS Excel, Word, and PowerPoint.

Team management and client management experience is mandatory for the AVP role

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