Portfolio Monitoring And Reporting Team - Alternative Investments, Private Equity
Apex Group
Not specified (assumed hybrid based on industry standards).
Read and interpret financial statements
Create monthly analytical packs
Coordinate with global teams
Apex Group is seeking a candidate for the Portfolio Monitoring and Reporting Team focused on Alternative Investments within Private Equity. The ideal candidate will possess strong analytical skills and relevant financial services experience, with a focus on delivering high-quality insights and maintaining effective client communication
Job Summary
The role involves capturing and analyzing financials of private and public companies owned by Private Equity Funds globally.
Candidates will create and maintain analytical monthly packs to support client investment decision-making processes.
The position requires strong research skills and the ability to work in an unstructured environment with minimal supervision.
Matching Summary
Match Score: 85
Apex Group is seeking a candidate for the Portfolio Monitoring and Reporting Team focused on Alternative Investments within Private Equity. The ideal candidate will possess strong analytical skills and relevant financial services experience, with a focus on delivering high-quality insights and maintaining effective client communication.
Skills & Requirements
Must-have
Read and interpret financial statements
Create monthly analytical packs
Coordinate with global teams
Advanced MS Excel skills
Client communication and management
Nice-to-have
Proactive process improvement
Solutions focused mindset
Ability to work independently
Strong critical thinking skills
Willingness to take on responsibilities
Key Requirements
Post-graduate degree or CFA/CA/MBA equivalent
1-10 years of financial services experience
Team management and client management experience for AVP role