Manager Private Markets Monitoring

2 weeks ago

Mumbai, Maharashtra, India M&G Global Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

This role is a part of front office investments team at M&G Global Services in Mumbai which involves working closely with P Capital Partners (PCP) Portfolio Management team based in Stockholm. The role focuses on investment controlling responsibilities essential for managing a dynamic and growing private credit portfolio and requires working independently

Key Accountabilities/Responsibilities:

  • Performance Monitoring: Source, update and analyse performance data for deals from reports to identify trends, update traffic light assessments and support AI-enabled financial mapping and database uploads.
  • Quarterly Portfolio Reviews: Perform analysis of existing investments and prepare monitoring documentation for presentation to internal stakeholders and management during quarterly portfolio reviews.
  • Portfolio Analysis: Maintain performance reporting and analyse fund performance across multiple PCP funds (III, IV, V, Transition & Growth), supporting investor and management queries with deep portfolio analytics which include trend analysis and tracking credit losses, geographic exposures, and other relevant portfolio metrics enabling informed decision making.
  • Portfolio Data Management: Update and manage the portfolio file, integrating new investments, borrower commitments, and performance indicators providing statistics and analysis for the deal team and supporting data-driven responses to investor inquiries.
  • Investor Reporting: Contribute to high-impact investor reports, TPT reporting to banks, cash flow forecasts, and league table submissions ensuring clarity and insights to help stakeholders make informed decisions.
  • IFRS Model Updates: Support quarterly valuation modelling using inputs from reviews, default data, and macroeconomic multipliers.
  • Database Administration: Upload and update financials, maturity profiles, durations, and legal data across PCP systems. Collaborate on developing, maintaining and automating the liquidity model.

Knowledge, Skills, Experience & Educational Qualification:

Knowledge & Skills (Key):

  • 35 years of relevant experience in Private Credit/ Private Markets/Private Assets pertaining to financial modelling, investment analysis or controlling.
  • Experience in reporting and KPI analysis would be preferred.
  • Strong analytical mindset and genuine interest in working with data to support portfolio insights and decision-making.
  • Ability to manage multiple deadlines and collaborate across international teams as well as work independently.
  • Quick learner with an ability to work in an unstructured environment
  • Strong communication & interpersonal skills.
  • Strong MS Excel skills. Knowledge of VBA, PowerBi, Python will be a plus.

Education Qualifications:

  • MBA from a reputed institute

CFA/ Pursuing CFA

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