Team Manager/Due Diligence/Portfolio

Shift Timing:12:00pm- 9:30pm

Location: Bangalore

Experience: 10 Yrs to 14 Yrs

Skillset /Experience required:

1. Extensively worked on DDQ/RFPs, Presentation Materials, Pitchbooks, etc.
2. Candidates should also have team management experience.
3. Need experience in the private Equity domain.
4. Knowledge of software applications like iLevel/73 Strings will be an added advantage.

About the Team: -

The team manages all reporting activities for Senior Management, Limited Partners, and regulatory stakeholders,

working closely with the Investor Product Strategy and Valuations team in New York. Its responsibilities span three

key areas: collecting, validating, and uploading data from portfolio companies; delivering regular reporting for LPs

and senior leadership; and performing detailed data analysis along with handling ad‐hoc analytical requests.

Key Responsibilities: -

• Develop a good understanding of the investment strategies for Private Equity, Tactical Opportunity, Life

Sciences, Infra, Energy, Growth funds, and other business units as required.

• Become the SME and the Go To person for the team members for any doubts related to the process.

• Preparing Ad-Hoc reports/dashboards as per management's requirement.

• Ensure timely allocation and delivery of work to the client without breaching the SLAs/KPIs.

• Mentor and coach the team members by providing them with timely feedback.

• Build a solid relationship with the clients and ensure they get the best possible experience from the team.

• Preparing the process documentation and creation of SOPs.

• Identify process gaps and drive process improvement projects.

Desired Candidate Profile: -

• Candidates must be a Postgraduate in finance with at least 7 years of relevant experience in alternative asset industry.

• Should have very good working knowledge of answering DDQs/RFPs/RFIs and Other Fund/Investment level reporting like Valuation reporting, LP reporting, etc.

• Expertise in various reporting documents on a monthly and quarterly basis, such as Factsheets, Track Records, Performance Summaries, Marketing Materials, PPMs, Pitchbooks, etc.

• Experience in iLevel, 73 Strings, or any reporting software is advantageous.

• The ability to effectively work as an individual contributor and a people manager who possesses strong analytical, problem-solving, critical thinking, and decision-making skills, multitasks, and delivers under tight deadlines.

• The profile involves effective communication across clients facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must.

• A desire to work in an international team environment, often under pressure and with multiple stakeholders.