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acuity analytics

Delivery Lead- Financial Modelling

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  • Posted 19 days ago
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Job Description

Acuity Knowledge Partners

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,500 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide.

The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation.

Acuity was established as a separate business from Moody's Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.

For more information, visit www.acuitykp.com

Basic Information

Position Title – Delivery Lead

Experience Level – 4-7 Years

Department – Private Markets

Location – Gurgaon

Position reports to – Delivery Manager

Job Purpose

We are looking for dedicated and motivated individuals with strong leadership, organizational and teamwork skills for its Private Markets team based in Gurugram.

Key Responsibilities

  • Refine and maintain quarterly portfolio data sheets with performance analytics across asset classes and related mandates.
  • Monitor portfolio performance, capital allocation, liquidity requirements, and key return drivers across strategies and mandates.
  • Develop and maintain structured revenue and fee models, including product-level profitability analysis.
  • Strengthen portfolio analysis and support performance monitoring across DPMs and other investment mandates under the CIO Office.
  • Prepare structured reporting materials for Investment Committee (IC), Executive Committee (EC), and external stakeholders/investors, including fund performance summaries and factsheets/ pitchdecks.
  • Improve reporting efficiency, automation, and data accuracy
  • Creating portfolio monitoring templates and updating monthly / quarterly financials on a recurring basis
  • Interact with senior professionals at private equity firms and corporations
  • Conduct quality checks of client deliverables
  • Other activities include structuring deliverables/teams and developing efficient processes
  • Competent enough to independently handle team deliverables and build strong relationships with clients/requestors

Skills & Experience

  • 4-7 years of experience in quantitative analysis, including dashboard creation, investment analytics, portfolio reporting and monitoring, financial modelling, review and summarizing reports, benchmarking, company profiling, etc.
  • Hands on experience in data visualization tools such as Power BI, Tableau and SQL
  • Excellent communication skills, team leadership, and experience in client relationship management
  • Exceptional organizational skills, including multi-tasking capability, project structuring/scoping, and team management
  • Finance fundamentals and strong analytical skills
  • Solution oriented and self-driven
  • Strong relationship building with internal and external stakeholders

Clear and logical thinking to understand and add value to projects/workstreams

Acuity Analytics has earned several prestigious industry recognitions, including Great Place to Work® certifications in India and Costa Rica, AVTAR Best Companies for Women in India, the AVTAR Most Inclusive Companies Index, and Silver accreditation in the Workplace Equality Index. These accolades reflect our commitment to building an inclusive, supportive and high-performance workplace for our people. Learn more here.

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About Company

Job ID: 147540191