Job highlights
Skills Required . Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent
Management Reporting or Operational Finance,preferably with research experience
Team management and client management experience is mandatory for the AVP role
Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it.
Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business.
Coordinating with different teams to get the 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 prospective and existing clients and assist in recent business wins.

Skills Required
Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance,



preferably with research experience.
Robust research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.
Ability to work independently and delve into projects with a robust diligence and emphasis on producing a high-quality 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.
Effective oral and written communication skills to clearly articulate analysis.
Advanced understanding of MS Excel, Word, and PowerPoint.
Team management and client management experience is mandatory for the AVP role.

📌 Portfolio Monitoring And Reporting Team Private Equity Professional Mumbai
🏢 Apex Group
📍 Mumbai