Delivery Manager - Portfolio Monitoring (Gurugram)

Delivery Manager - Portfolio Monitoring (Gurugram)

06 Aug
|
Moodys Analytics
|
Gurugram

06 Aug

Moodys Analytics

Gurugram

Key Responsibilities:

Analyze PE Funds performance by going throughfund literature such as quarterly/financial reports

Capturing fund valuation data such as investmentcost, realized / unrealized value, gross / net multiple, gross / net IRR andfinancial KPIs such as revenue, EBITDA, net debt etc.

Tracking the performance of operational KPIs andoperational updates on quarterly basis

Can lead the team of 2-3 analysts and associates

Creating / updating fund track record andreconciling the data using cash flow notices

Working around portfolio monitoring templates,including updating them on quarterly basis and making desired changes

Calculating fund multiples and IRRs using cashflows and performing various fund analytics such as attribution and valuecreation analysis

Manage the client library task such as portfoliocompany details, fund financial statements, and capital notices

Reconciling the portfolio level operational dataincluding geographical presence, headquarter and portfolio leverage

Ensure maintenance of all output reports anddashboards so that the submitted data flows through seamlessly

Modify and maintain all templates and reports asper requirement





Support the Client's quarterly valuation processand make any edits required to the valuations template on iLevel

Key Competencies:

Experience in and around Private equity/ Valuations /Financial Statement Analysis

Basic knowledge and understanding of Private Equity,Fund of Funds and Financial Services Industry (FSI) trends

MBA in Finance, Economics or Business management / CFA

Strong analytical, communication (written/verbal) andclient engaging skills

Strong knowledge of Microsoft Word, Excel, PowerPoint

Ability to multi-task and thrive in a quick-paced,deadline-driven environment

Ability to develop and maintain lasting relationshipswith senior professionals; good interpersonal skills; goal-oriented

Ability to be a team player and contribute to thedevelopment of the team

Strong work ethics, commitment to excel and proven ability to work withminimum supervision

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Delivery Manager - Portfolio Monitoring (Gurugram)
🏢 Moodys Analytics
📍 Gurugram

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