Portfolio Monitoring and Reporting - Pune, India - Apex Group

Apex Group

Verified Company

Pune, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Portfolio Monitoring and Reporting

Location:
Pune, India

Date Posted:
Feb 17, 2023

Description

Portfolio
Monitoring
and
Reporting
team
-
Alternative
Investments,
Private
Equity

Employment Type (full time):
-
AVP
This is an excellent opportunity for a highly motivated professional to join our global Portfolio Monitoring team.

This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.

What
***
we
***
look
***
for

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team.

We don't just want you to succeed, we want you to flourish.

To work cohesively in a team, which liaise with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting.

The role requires- Capturing/reviewing financials of private and public companies which are owned by Private Equity Funds across globe with an ability to read/interpret/analyse financial statements and help derive insights from it.

Creating/maintaining/producing different analytical monthly packs including adhoc analysis for the client to support their investment decision making in the core area of business.
Coordinating with different teams to get right information on time and communicating on a constant basis with clients on the status of tasks.
Searching for, procuring, and processing information about global companies using multiple methods, techniques and sources.
Provide product demos to the prospect and existing clients, and assist in new business wins.

Skills
***
Required

Postgraduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
8+ years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with some research experience.
Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.
Ability to work handson, delving into projects with a strong attention to detail and emphasis on producing a highquality work product.
Experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits the organization.
Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously.
Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success.
Should be solutions focused and can work in unstructured environments under minimum or no supervision.
Willingness to acknowledge what is not understood and seek assistance.
Effective oral and written communication skills to clearly articulate analysis.
Advanced understanding of MS Excel, Word and PowerPoint.
Team management and client management experience mandatory for the AVP role.

What
***
you
***
will
***
get
***
in

return

A genuinely unique opportunity to help support the development and delivery of a pioneering product.
Significant daytoday responsibility to contribute to the team and demonstrate your own abilities.
Learning opportunities across a variety of skills and topics.
Experience with a highly respected multinational organisation in the financial sector.
Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.