Analyst

Role Purpose

The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.

Do

Develop a good understanding of the investment strategies for Private Equity, Tactical Opportunity, Life Sciences, Infra, Energy, and Growth funds.

Review the reporting packages like Fund Track Records, Deal Attributes, Valuation Bridges, Portfolio Summaries, etc.

Review the below quarterly activities by adhering to the deadlines

- o New and ongoing Due Diligence Questionnaires.

Candidate must be a Postgraduate in finance with 2 - 4 years of relevant experience in various private equity concepts, fee structures, and performing end-to-end business valuations. Basic conceptual knowledge of various valuation techniques like DCFs, Comparable Company Analysis, etc. Should have very good working knowledge of Answering Due Diligence Questionnaires and Other Fund/Investment level reporting like Valuation reporting, LP reporting. Strong Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word). Experience in iLevel, 73Strings, Tableau, Snowflake or any data reporting/analysis software is advantageous. The ability to effectively work as an individual contributor and possess strong analytical, problem-solving, critical thinking, and decision-making skills, multitask, and deliver under tight deadlines. The profile involves effective communication across clients facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must. A desire to work in an international team environment, often under pressure and with multiple stakeholder

• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks