Delivery lead/ Delivery manager- Private markets

Job Purpose

The job role is in the Private Markets division at Acuity, one of the fastest growing segments within the firm. This opportunity is ideal for a private equity /investment banking / strategy consulting professional who is interested in working with leading global private equity funds and corporations.

Key Responsibilities

• Developed and maintained complex financial models for project finance transactions, investment evaluations, refinancing analyses, and strategic decision-making.

• Performed valuation analysis using methodologies including Discounted Cash Flow (DCF), Comparable Company Analysis, Precedent Transactions, and Net Asset Value (NAV) approaches.

• Supported project finance transactions through financial due diligence, cash flow forecasting, debt sizing, scenario analysis, and lender reporting.

• Conducted detailed portfolio monitoring for multiple investments, assessing financial performance, covenant compliance, liquidity position, and key risk indicators.

• Prepared periodic portfolio review reports and management presentations highlighting investment performance, valuation changes, and emerging risks.

• Managed borrowing base compliance support activities, including collateral eligibility reviews, advance rate calculations, concentration limit testing, and reporting package preparation.

• Reviewed and validated borrowing base certificates and supporting documentation to ensure compliance with financing agreements and lender requirements.

• Monitored compliance with debt covenants, financing terms, and reporting obligations across portfolio companies and project finance structures.

• Performed financial statement analysis, variance analysis, and operational performance reviews to identify trends and key business drivers.

• Collaborated with investment teams, lenders, auditors, legal advisors, and portfolio company management on transaction execution and ongoing asset management activities.

Key Competencies

• CFA/ MBA in Strategy, Finance, Operations or Economics

• 5-10 years of experience in Financial Planning and Analysis, preferably across industries

• At least 4-6 years of experience in managing a team, as well as, directly communicating with clients. Experience in managing client communications solo will be considered an added advantage.

• Experience in handling projects independently

• Strong problem-solving abilities and analytical thinking skills, as evidenced by extensive experience in utilizing those skills in research and consulting environment. Adept at synthesizing information to generate insights

• Advanced proficiency in Microsoft Excel (dashboards, financial models, complex formulas)

• Deep understanding of financial statements and accounting principles (GAAP)

• Strong communication skills.

Notice period- Immediate- 1 month

Please mail your resume to [Confidential Information]

(mentioning your notice period).