Acuity Knowledge Partners is looking for an individual to play a key role in supporting a Private Equity client across fund & portfolio monitoring. The professional will be closely working as an extended team member for a private equity client and will assist on portfolio monitoring, financial statements, and cash flow analysis.
Key Responsibilities
- Updating and managing portfolio details of various private equity / credit / real estate & infra funds
- Updating and analyzing portfolio companies financial, valuation and operational KPIs
- Spreading portfolio company financial data as per the pre-defined standards
- Quality checking of the output sheet and trend analysis to verify outliers as well as supporting reasons for the same
- Tracking the portfolio operational updates on quarterly basis
- Creating / updating fund track record and reconciling the data using cash flow notices.
Key Competencies
- MBA or other Post-Graduate or Professional Degree
- Pursuing professional certificates like CFA/FRM would be plus
- Knowledge of MS Office with strong skills in MS Excel
- 4 years of experience in financial services
- Strong Accuracy, analytical, communication and interpersonal skills
- Sound knowledge of concepts in private equity, financial management and accounting
- Candidate must be proactive, enthusiastic and team oriented
- Ability to prioritize and make decisions in a fast-paced environment
