Group Company: Acuity Analytics

Designation: Senior Associate

Office Location: Gurgaon

Primary Responsibilities: Portfolio Monitoring - Real Estate

Additional Responsibilities:

Submission & Reporting Management Ability to manage quarterly submission cycles, track deadlines, and ensure timely reporting.

Query Resolution & Problem Solving Investigates data issues independently and resolves stakeholder queries within defined SLAs.

Data Governance & Controls Maintains strong compliance with data standards, controls, and reporting requirements.

Process Documentation Updates SOPs, maintains knowledge repositories, and ensures process consistency.

Project Coordination Coordinates with multiple teams to manage submissions, escalations, onboarding, and vendor transitions.

Communication Skills Transparent written and verbal communication with clients, investment professionals, and external partners.

Dashboard & Reporting Skills Ability to use Excel, Power BI, Tableau, or similar tools for analysis and KPI reporting.

Root Cause Analysis Identifies recurring data issues, trends, and process gaps to improve data quality outcomes.

Client Service Orientation Focuses on responsiveness, quality delivery, and building trusted stakeholder relationships.

Adaptability & Learning Agility Quickly adapts to changing workflows, evolving data requirements, and new technology platforms.

Reporting Team

- Reporting Designation: Assistant Director
- Reporting Department: Private Markets

Required work experience

- Industry: Private Markets, Investment Banking, Consulting
- Years of experience: 3-5 years

Key Performance Indicators: 1. Submission Cycle Management





Own the quarterly submission tracker andensure on-time receipt of all RE submissions across Directs, Funds, and Credit/Debt.

Manage overdue submission follow-ups (3xweekly cadence) and failed-submission rework with clients Data Partners.

Co-ordinate with client teams to track andresolve system bugs affecting submissions.

Prepare the weekly escalation pack summarizingoverdue items, top blockers, and recommended escalations; deliver error-free tothe client by stipulated date & time each week

2. Data Quality (DQ) Review& Portal Management

Manage DQ portal execution: Run all requiredvalidation rules across RE asset classes (Directs, Funds, Credit, Debt) andensure follow-through to completion of all quarterly data flags.

Prepare accurate, well-evidenced, andconsistent DQ responses aligned with the client's DQ rule.

Track individual DQ resolution turnaroundtimes, isolate recurring data anomalies, and flag observations to thesupervisor for DQ rule effectiveness evaluation.

3. Query Management

Resolve tickets: Handle the volume ofquarterly partner queries, ensuring final resolution within the 3-business-daySLA to support QE reporting.

Update knowledge base: Analyze query trends,document recurring themes,



and update the internal knowledge base/FAQ to reducerepeat queries cycle-on-cycle.

Escalate bottlenecks: Independently researchcomplex queries using domain knowledge, and escalate to the supervisor onlywhere specific client investment context is missing.

4. Partner Onboarding Support

Prepare tool setups: Execute the technicalsetup and identification steps required to onboard new partners into thesystem.

Build training packs: Draft and assemblehandover packs, access setups, and training materials to the client's standardbefore each onboarding call.

5. Governance & Operations

Log operational KPIs: Collate, update, andreport individual SLA and KPI data daily for weekly governance and quarterlyQBR reporting.

Update SOPs: Document and update processchanges or Standard Operating Procedures (SOPs) instantly when workflowsevolve.

Support vendor transition: Execute data migration, mapping, and cleanuptasks to support the transition to the client's managed data services vendor.

Required Competencies:

Real Estate Investment Data Knowledge Data Quality Management Stakeholder Management Analytical & Problem-Solving Skills Operational Excellence & Attention to Detail SLA & Query Management Reporting & Dashboarding (Excel/BI Tools) Process Improvement & Automation Mindset Communication & Client Handling Data Governance & Control Mindset

Work Environment Details: Work from office - 5 days

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.

📌 Portfolio Monitoring (Real Estate) ? Senior Associate (Gurugram)
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