Delivery Lead

Acuity Knowledge Partners

4 - 6 years

0 Lacs

Gurugram Haryana India

Posted:1 day ago| Platform:

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Skills Required

valuation data tracking support pipeline management reports governance training documentation finance crm communication

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Analyzing and calculating fund valuation data such as investment cost, realized / unrealized value, gross / net multiple, gross / net IRR and financial KPIs such as revenue, EBITDA, net debt, valuation / leverage multiples etc.
Tracking the performance of operational KPIs and operational updates on quarterly basis
Serve as the Platform Manager for DealCloud, overseeing system functionality, user access, and platform enhancements.
Support deal pipeline management by reviewing transaction documents and investment committee materials to ensure accurate data capture.
Develop and maintain dashboards, reports, and KPIs
Enforce data quality standards and governance policies across teams and ensure consistent data updates.
Provide training and support to DealCloud users, monitor platform usage, and troubleshoot issues.
Maintain documentation for workflows, processes, and platform configurations.
Assist with ad-hoc projects and contribute to continuous improvement initiatives.
Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks.

Qualifications:

Master’s degree in business administration, Finance, or related field.
4-6 years of experience in CRM management, deal operations, or investment support roles.
Hands-on experience with DealCloud or similar CRM platforms.
Strong analytical and organizational skills with attention to detail.
Excellent verbal and written communication skills.
Experience in private equity, investment banking, or asset management preferred.

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