Role Summary The Portfolio Management team supports portfolio monitoring, valuation and reporting across alternative investment strategies and partners with global Investment, Valuation and Investor Product Strategy teams . The Senior Manager will combine hands-on domain expertise with people leadership, own complex deliverables, maintain strong quality standards and serve as a senior point of contact for global stakeholders.

Key Responsibilities

• Develop solid expertise across Private Equity and other alternative investment strategies, including portfolio monitoring, valuation, performance and investor reporting.

- Lead and review valuation and portfolio reporting, with a strong understanding of DCF, comparable-company analysis and other valuation methodologies.
- Review fund- and investment-level deliverables including valuation reports, track records, valuation bridges, portfolio summaries, DDQs/RFPs/RFIs and LP/Senior Management reporting.
- Review portfolio and fund performance analysis, including IRR, MOIC, gross/net cash flows and other investment-performance metrics.
- Lead complex analytical and ad-hoc requests, dashboards and management reporting while ensuring accuracy and timely delivery.
- Act as a senior SME and escalation point, partnering with global stakeholders to resolve data, valuation and reporting issues.
- Manage, mentor and develop team members while reinforcing quality, ownership, accountability and subject-matter expertise.
- Manage workload, priorities and capacity to ensure delivery against agreed SLAs/KPIs.
- Drive standardization,



automation and continuous improvement, supported by robust SOPs, controls and governance frameworks.

Qualifications

- 13-15 years of relevant experience in Portfolio Management, Private Equity, Alternative Investments, Valuation, Investment Reporting or related areas.
- Postgraduate qualification in Finance, Accounting, Economics or a related discipline.

• Strong understanding of Private Equity, valuation reporting and DCF analysis.

- Experience in LP/investor reporting, valuation reporting, portfolio monitoring, DDQs/RFPs/RFIs and investment-performance analysis.
- Proven ability to operate as both a hands-on individual contributor and people manager, with strong analytical, review and problem-solving skills.
- Strong stakeholder-management and communication skills, including experience working with global teams.
- Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Skills and Experience

- Experience with 73Strings, iLevel or similar portfolio monitoring and reporting platforms.
- Professional qualifications such as CFA, CA or an equivalent credential are preferred.

Leadership Expectations

- Demonstrate strong ownership, accountability and a consistent focus on quality.
- Operate effectively in a fast-paced, deadline-driven environment while balancing hands-on delivery and team leadership.
- Foster collaboration across global teams and promote continuous improvement, automation and scalable delivery.
- Be flexible with shift timings (12:00 PM - 9:30 PM or 2:00 PM - 11:30 PM IST) to meet business and global coverage needs.

📌 Sr. Manager : Portfolio Management - Private Equity (Bengaluru)
🏢 MNC
📍 Bengaluru