Title: Analyst
Job Description
Key Responsibilities: -
• Develop a good understanding of the investment strategies for Private Equity, Tactical Opportunity, Life Sciences, nfra, Energy, and Growth funds.
• Prepare reporting packages like Fund Track Records, Deal Attributes, Valuation Bridges, Portfolio Summaries, etc.
• Prepare and review the below quarterly activities by adhering to the deadlines: -
o New and ongoing Due Diligence Questionnaires.
o LP Requests, Valuation Memos, and Other quarterly Presentation Materials/Reports.
o Qvidian library upload and maintenance.
• Run monthly/quarterly reports for LPs (Memos, Bridges, One-Pagers, etc.), Corporates (DRPs, SOX reports, Publics’ chedule, etc.) & Internal stakeholders (KPI Dashboards, Portfolio Watchlist, Valuation Summaries, etc.)
• Gross and Net cashflow reporting across all the funds.
• Preparing Ad-Hoc reports/dashboards as per management’s requirement.
• Monitoring the deal portfolio through data collection and reconciliation.
• Calculation of fund performance metrics like IRR, MOIC, etc.
• Preparing the process documentation and creation of SOPs.
• Identify process gaps and initiate process improvement projects.
Desired Candidate Profile: -
• Candidate must be a Postgraduate in finance with 0 - 2 years of relevant experience in various private equity oncepts, fee structures, and performing end-to-end business valuations.
• Basic conceptual knowledge of various valuation techniques like DCFs, Comparable Company Analysis, etc.
• Should have very good working knowledge of Answering Due Diligence Questionnaires and Other Fund/Investment level eporting like Valuation reporting, LP reporting.
• Strong Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word).
• Experience in iLevel, 73Strings, Tableau, Snowflake or any data reporting/analysis software is advantageous.
• The ability to effectively work as an individual contributor and possess strong analytical, problem-solving, ritical thinking, and decision-making skills, multitask, and deliver under tight deadlines.
• The profile involves effective communication across clients’ facilities globally and hence possessing excellent
• A desire to work in an international team environment, often under pressure and with multiple stakeholders.
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