Private Equity Associate - Portfolio Monitoring

Crisil; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Crisil's Private Markets team is seeking a motivated analyst to support portfolio monitoring and surveillance for a US-based asset manager. You will gather business and financial data from borrower companies, prepare insights, and assist in presentations for investment meetings.

You\'ll build and maintain valuation models, conduct market studies, and deliver monthly reports and variance analysis, collaborating with the investment team in a fast-paced environment from Gurugram.

Qualifications

• Master’s degree required in finance or accounting.
• 1–6 years of experience in private equity/credit.
• CFA designation preferred.
• Strong proficiency in financial modeling and data analysis.
• Advanced MS Excel, Bloomberg and related tools.
• Excellent written and verbal communication.

Responsibilities

• Monitor financial performance and KPIs of portfolio companies.
• Gather business and financial data on borrower companies for investment team consumption.
• Prepare presentations and write-ups for internal and external meetings.
• Provide ongoing financial reporting on portfolio companies.
• Conduct ad-hoc market research to support investment needs.
• Develop standardized info packs and monthly management reporting.
• Develop and maintain valuation models for all investments.
• News and information search support for existing and potential investments.

Skills

Financial modeling

Credit analysis

Data analysis

Credit risk assessment

Financial statement analysis

Analytical problem-solving

Communication skills

Independent & collaborative work

CFA preferred

Education

Master’s degree in finance or accounting or related field

Tools

MS Excel

Bloomberg

Job description

Support the Private Markets Team of a US-based Alternative Asset Manager in portfolio monitoring & surveillance and providing valuable insights

• Monitor financial performance and key performance indicators of portfolio companies
• Gathering business, financial data on borrower companies on a regular basis for consumption by investment team
• Presentation and write-ups support for investment team for internal and external meetings
• Financial reporting on portfolio companies on an ongoing basis
• Research support on an ad-hoc basis in supporting investment team needs in securing new business e.g., market studies and research, market trends,
• Development of standardized info pack for each investment in the portfolio. Monthly management reporting and variance analysis
• Development and maintenance of valuation models for all investments
• Monitor financial performance and key performance indicators of portfolio companies
• News and information search support for existing and potential investments

REQUIREMENTS

• Master’s degree in finance, accounting, or a related field.
• 1-6 years of experience in private equity/credit.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data.
• Excellent analytical and problem-solving skills, with attention to detail.
• Candidates with a CFA designation or those actively pursuing the CFA program will be given preference.
• Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools.
• Strong written and verbal communication skills for presenting complex financial information effectively.
• Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.