Purpose of the role
Acuity Knowledge Partners is currently looking for an individual to play a key role in supporting private equity/ venture capital team of a global investment company. The professional will be closely working as an extended team member for the client assisting them on their portfolio monitoring services.
Responsibilities
- Analyze PE Funds performance by going through fund literature such as quarterly/financial reports
- Tracking the performance of operational KPIs, financial KPIs, Valuation KPIs and operational updates on quarterly basis of the portfolio companies
- Preparing initial reviews or memorandums for new PE fund/co-investment opportunities
- Calculating fund multiples and IRRs using cash flows and performing various fund analytics such as attribution and value creation analysis
- Creating deal summaries for new investment opportunities on a third party tool
- Manage the client library task such as portfolio company details and financial statements
- Historical data updates in case of restatements or to fill missing gaps
- Roll forward quarterly valuation templates update to include updating transaction & trading comps
- Preparation of the quarterly investment valuation memos where client provides general business updates, EV and market value changes, etc. based on pre-established valuation and pricing
- Reconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverage
Specific Skill Set Requirements
- MBA or other Post-Graduate or Professional Degree in finance from a reputed Institute
- Strong knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trends
- Knowledge of MS Office with strong skills in MS Word and MS Excel
- Knowledge of portfolio monitoring tools like Chronograph tool is an added advantage
- Ability to take complete ownership and deliver the projects as per client requirements and timeline
- Excellent communication and interpersonal skills
- Ability to conduct high-quality project-level conversations with clients
PS:
The role would require someone to work from office on all days (Monday to Friday).
