Portfolio Monitoring And Reporting Team - Alternative Investments, Private Equity

Apexgroup Inc

Financial statement analysis
Monthly analytical pack creation
Client communication skills
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 to support client investment decision-making processes.
  • 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

  • Financial statement analysis
  • Monthly analytical pack creation
  • Client communication skills
  • Global company research
  • MS Excel proficiency

Nice-to-have

  • Product demo delivery experience
  • New business win support
  • Process improvement initiative
  • Unstructured environment adaptability
  • Team leadership capability

Key Requirements

  • Post-graduate degree or CFA/CA/MBA equivalent
  • 1-10 years in financial services or operational finance
  • Mandatory team management experience for AVP level
  • Advanced MS Excel, Word, and PowerPoint skills

Work Rights

Not specified

Tailored Resume

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