Portfolio Monitoring And Reporting Team - Alternative Investments, Private Equity
The Apex Group
Mumbai, India
Financial statement analysis
Portfolio monitoring and reporting
Client communication and coordination
The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide
Job Summary
The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide.
The role involves capturing, reviewing, and analyzing financials of private and public companies owned by Private Equity Funds globally to support investment decision making.
Candidates will work cohesively in a team, coordinate with multiple teams, communicate regularly with clients, and provide product demos to prospective and existing clients.
Matching Summary
The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide.
Skills & Requirements
Must-have
Financial statement analysis
Portfolio monitoring and reporting
Client communication and coordination
Advanced MS Excel, Word, PowerPoint
Team and client management experience
Nice-to-have
Strong research and analytical skills
Ability to work independently
Process improvement initiative
Solutions focused in unstructured environments
Effective oral and written communication
Key Requirements
Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA or equivalent
1 - 10 years relevant financial services experience
Experience in Management Reporting or Operational Finance
Team management and client management experience mandatory for AVP role