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 – Clear 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:

Submission Cycle Management
Own the quarterly submission tracker and ensure on-time receipt of all RE submissions across Directs, Funds, and Credit/Debt.
Manage overdue submission follow-ups (3x weekly cadence) and failed-submission rework with client's Data Partners.
Co-ordinate with client teams to track and resolve system bugs affecting submissions.
Prepare the weekly escalation pack summarizing overdue items, top blockers, and recommended escalations; deliver error-free to the client by stipulated date & time each week
Data Quality (DQ) Review & Portal Management
Manage DQ portal execution: Run all required validation rules across RE asset classes (Directs, Funds, Credit, Debt) and ensure follow-through to completion of all quarterly data flags.
Prepare accurate, well-evidenced, and consistent DQ responses aligned with the client's DQ rule.
Track individual DQ resolution turnaround times, isolate recurring data anomalies, and flag observations to the supervisor for DQ rule effectiveness evaluation.
Identify automation and process-improvement opportunities targeting a 10% efficiency gain on DQ portal execution.
Query Management
Resolve tickets: Handle the volume of quarterly partner queries, ensuring final resolution within the 3-business-day SLA to support QE reporting.
Update knowledge base: Analyze query trends, document recurring themes, and update the internal knowledge base/FAQ to reduce repeat queries cycle-on-cycle.
Escalate bottlenecks: Independently research complex queries using domain knowledge, and escalate to the supervisor only where specific client investment context is missing.
Partner Onboarding Support
Prepare tool setups: Execute the technical setup and identification steps required to onboard new partners into the system.
Build training packs: Draft and assemble handover packs, access setups, and training materials to the client's standard before each onboarding call.
Governance & Operations
Log operational KPIs: Collate, update, and report individual SLA and KPI data daily for weekly governance and quarterly QBR reporting.
Update SOPs: Document and update process changes or Standard Operating Procedures (SOPs) instantly when workflows evolve.

Support vendor transition: Execute data migration, mapping, and cleanup tasks 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

Portfolio Monitoring (Real Estate) Senior Associate