Acuity Analytics
Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organisation helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.
With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organisations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our peopleby investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.
Acuity became an independent business in 2019 following its acquisition from Moody's Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investorsupporting our continued growth and innovation.
For more information, visit www.acuityanalytics.com
Basic Information
Position Title Senior Associate
Experience Level 2-5 years
Department Private Markets
Location Gurgaon
Position reports to Delivery Managers
Job Purpose
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
- Own and administer CRM / DealCloud as the system of record for all Investor Relations
- Maintain accurate investor, contact, and fund data, ensuring proper linkage across funds, commitments
- Manage CRM / DealCloud fundraising pipelines, including stages, dashboards, and tracking of investor engagement, status, commitments, and closings
- Prepare and maintain investor lists, segments, and views to support day-to-day outreach, meetings, and follow-ups by the IR team
- Support ongoing IR activities by monitoring pipeline movements, chasing data completeness and ensure timely updates
- Process routine IR team request for investor information, history and reporting from CRM / DealCloud
- Ensure high data quality and governance, including de-duplication, standardization, and periodic data audits
- Track and document all investor interactions (meetings, calls, emails, outreach) within CRM / DealCloud
- Produce standard and ad-hoc CRM/ DealCloud reports for IR leadership and management
- Drive process improvement and automation to reduce manual tracking outside CRM / DealCloud
- Support IR team members to ensure consistent, disciplined, and effective use of CRM / DealCloud
- Provide the Operations team with maintenance and support on DealCloud
- Support the Operations team on other ad hoc data requests and CRM clean-up exercises
Key Competencies:
- Experience of 2-5 years in deal sourcing, creating company profiles, target screening, industry research, and benchmarking
- Graduate or MBA or other Post-Graduate or Professional Degree from a reputed Institute
- Good understanding of all three financial statements
- Good to have experience of working on PowerBI
- Knowledge of strategic research, financial statements and deal sourcing related workstreams
- Knowledge of MS Office with strong skills in MS Excel and MS Powerpoint
- Ability to take complete ownership and deliver the projects as per client requirements and timeline
- Proficiency in using databases including Pitchbook, Capital IQ/Pro, Factiva, MergerMarket etc.
