Portfolio Monitoring (Real Estate) – Senior Associate

Acuity Analytics; Gurugram District; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Acuity Analytics in Gurgaon invites a Senior Associate to join the Reporting Team in Private Markets. You will support portfolio monitoring, data submissions, and governance across Directs, Funds, and Credit/Debt.

You will handle submission cycles, resolve data issues within SLAs, develop dashboards in Excel/Power BI/Tableau, and contribute to process improvements. This role emphasizes strong communication, stakeholder management, and a continuous learning mindset to ensure timely, accurate

Qualifications

• 3-5 years of experience in Private Markets, Investment Banking, or Consulting.
• Experience with data governance, data controls, and reporting.
• Proven ability to manage weekly/quarterly submission cycles.
• Strong communication and client handling skills.

Responsibilities

• Submission & Reporting Management – manage quarterly submission cycles, track deadlines, ensure timely reporting.
• Query Resolution & Problem Solving – investigate data issues and resolve stakeholder queries within SLAs.
• Data Governance & Controls – maintain compliance with data standards, controls, and reporting requirements.
• Process Documentation – update SOPs and knowledge repositories, and ensure process consistency.
• Project Coordination – coordinate with multiple teams for submissions, escalations, onboarding, and vendor transitions.
• Dashboard & Reporting Skills – use Excel/Power BI/Tableau for analysis and KPI reporting.
• Root Cause Analysis – identify recurring data issues, trends, and process gaps to improve data quality outcomes.
• Client Service Orientation – focus on responsiveness, quality delivery, and trusted stakeholder relationships.
• Adaptability & Learning Agility – quickly adapts to changing workflows, evolving data requirements, and new platforms.
• Governance & Operations – log KPIs and update SOPs when workflows evolve.

Skills

Real Estate Data Knowledge

Data Quality Management

Stakeholder Management

Analytical & Problem-Solving

Operational Excellence & Attention to

SLA & Query Management

Tools

Excel

Power BI

Tableau

Job description

Group Company:

Acuity Analytics

Designation:

Senior Associate

Office Location:

Gurgaon

Primary Responsibilities:

Portfolio Monitoring - Real Estate

Additional Responsibilities:

• Submission & Reporting Management – Ability to manage quarterly submission cycles, track deadlines, and ensure timely reporting.


• Query Resolution & Problem Solving – Investigates data issues independently and resolves stakeholder queries within defined SLAs.


• Data Governance & Controls – Maintains strong compliance with data standards, controls, and reporting requirements.


• Process Documentation – Updates SOPs, maintains knowledge repositories, and ensures process consistency.


• Project Coordination – Coordinates with multiple teams to manage submissions, escalations, onboarding, and vendor transitions.


• Communication Skills – Clear written and verbal communication with clients, investment professionals, and external partners.


• Dashboard & Reporting Skills – Ability to use Excel, Power BI, Tableau, or similar tools for analysis and KPI reporting.


• Root Cause Analysis – Identifies recurring data issues, trends, and process gaps to improve data quality outcomes.


• Client Service Orientation – Focuses on responsiveness, quality delivery, and building trusted stakeholder relationships.


• Adaptability & Learning Agility – Quickly adapts to changing workflows, evolving data requirements, and new technology platforms.

Reporting Team

• Reporting Designation: Assistant Director


• Reporting Department: Private Markets

Required Work Experience

• Industry: Private Markets, Investment Banking, Consulting


• Years of experience: 3-5 years

Key Performance Indicators:

• Submission Cycle Management


• Own the quarterly submission tracker and ensure on-time receipt of all RE submissions across Directs, Funds, and Credit/Debt.


• Manage overdue submission follow-ups (3x weekly cadence) and failed-submission rework with client’s Data Partners.


• Co-ordinate with client teams to track and resolve system bugs affecting submissions.


• Prepare the weekly escalation pack summarizing overdue items, top blockers, and recommended escalations; deliver error-free to the client by stipulated date & time each week


• Data Quality (DQ) Review & Portal Management


• Manage DQ portal execution: Run all required validation rules across RE asset classes (Directs, Funds, Credit, Debt) and ensure follow-through to completion of all quarterly data flags.


• Prepare accurate, well-evidenced, and consistent DQ responses aligned with the client's DQ rule.


• Track individual DQ resolution turnaround times, isolate recurring data anomalies, and flag observations to the supervisor for DQ rule effectiveness evaluation.


• Identify automation and process-improvement opportunities targeting a ~10% efficiency gain on DQ portal execution.


• Query Management


• Resolve tickets: Handle the volume of quarterly partner queries, ensuring final resolution within the 3-business-day SLA to support QE reporting.


• Update knowledge base: Analyze query trends, document recurring themes, and update the internal knowledge base/FAQ to reduce repeat queries cycle-on-cycle.


• Escalate bottlenecks: Independently research complex queries using domain knowledge, and escalates to the supervisor only where specific client investment context is missing.


• Partner Onboarding Support


• Prepare tool setups: Execute the technical setup and identification steps required to onboard new partners into the system.


• Build training packs: Draft and assemble handover packs, access setups, and training materials to the client's standard before each onboarding call.


• Governance & Operations


• Log operational KPIs: Collate, update, and report individual SLA and KPI data daily for weekly governance and quarterly QBR reporting.


• Update SOPs: Document and update process changes or Standard Operating Procedures (SOPs) instantly when workflows evolve.

Support vendor transition: Execute data migration, mapping, and cleanup tasks to support the transition to the client's managed data services vendor.

Required Competencies:

Real Estate Investment Data Knowledge Data Quality Management Stakeholder Management Analytical & Problem-Solving Skills Operational Excellence & Attention to Detail SLA & Query Management Reporting & Dashboarding (Excel/BI Tools) Process Improvement & Automation Mindset Communication & Client Handling Data Governance & Control Mindset

Work Environment Details:

Work from office - 5 days