Portfolio Monitoring - Private Markets

Manager - Private Markets Monitoring - 2 to 6 Years - Mumbai

This role supports portfolio monitoring in the private markets domain. The position involves tracking investment performance, credit monitoring, financial analysis, ESG integration, and stakeholder coordination, with a strong focus on data-driven insights.

Location - Mumbai.

Your Future Employer - A leading global investment organization specializing in private markets, private credit, and structured assets, committed to delivering superior financial outcomes and sustainable investment solutions.

Responsibilities -

1. Support the Private Credit Research team by updating portfolio data from company reports and maintaining proprietary databases with the latest performance metrics.
2. Analyze existing investments, including financial statements and key performance indicators, to support credit monitoring.
3. Prepare and maintain financial models, cashflows, and analytics for ongoing investments.
4. Assist in the creation of monitoring reports and present observations to fund managers and the research team.
5. Prepare comprehensive credit documentation for semi-annual reviews and database uploads.

Requirements -

1. Strong experience in investment monitoring, preferably in private credit, private markets, or structured credit.
2. Solid knowledge of corporate financial structures, valuation methodologies, debt and equity instruments, and credit rating frameworks.
3. Excellent analytical and logical reasoning skills, with strong understanding of financial statements, ratio analysis, and accounting principles.
4. Proficiency in MS Excel (intermediate to advanced) and financial modeling skills.
5. 2-6 years of relevant experience in private credit, private markets, private assets, or structured credit.
6. Proactive, detail-oriented, and committed to delivering high-quality research outputs.

What is in it for you -

1. Exposure to private markets investment research and portfolio monitoring at a senior level.
2. Hands-on experience with credit research, financial analysis, and ESG integration.
3. Opportunity to work with a global investment organization and interact with multiple stakeholders.

Reach Us - If you think this role is aligned with your career, kindly write me an email along with your updated CV on [Confidential Information] for a confidential discussion on the role.

Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

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Keywords - Private Markets, Private Credit, Investment Monitoring, Structured Credit, Financial Analysis, ESG, Portfolio Monitoring, Jobs in Mumbai, Crescendo Global.