Portfolio Monitoring And Reporting Team - Alternative Investments, Private Equity

The Apex Group

Private equity portfolio monitoring
Financial statement analysis
Monthly analytical pack creation
The role involves capturing and analyzing financials of global companies owned by Private Equity Funds to derive actionable insights

Job Summary

  • The role involves capturing and analyzing financials of global companies owned by Private Equity Funds to derive actionable insights.
  • Candidates will create and maintain analytical monthly packs and ad-hoc reports to support client investment decision-making.
  • The position requires strong collaboration with internal teams and constant communication with clients regarding task status.

Matching Summary

The role involves capturing and analyzing financials of global companies owned by Private Equity Funds to derive actionable insights.

Skills & Requirements

Must-have

  • Private Equity portfolio monitoring
  • Financial statement analysis
  • Monthly analytical pack creation
  • Client communication skills
  • Advanced MS Excel proficiency

Nice-to-have

  • Proactive process improvement
  • Product demo presentation
  • New business support
  • Unstructured environment adaptability
  • Team leadership experience

Key Requirements

  • Post-graduate degree or CFA/CA/MBA equivalent
  • 1-10 years financial services experience
  • Management Reporting or Operational Finance background
  • Team management experience required for AVP level
  • Strong research and critical thinking skills

Work Rights

Not specified

Tailored Resume

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