Private Equity Associate - Portfolio Monitoring

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

Job summary

Crisil invites a diligent Private Markets Analyst to support portfolio monitoring and surveillance for a US-based alternative asset manager. You will gather and analyze borrower financial data, build and maintain valuation models, and produce insights for investment meetings.

The role emphasizes rigorous financial analysis, clear communication, and collaborative work in a fast-paced environment across portfolio monitoring and market research tasks.

Qualifications

• Master’s degree in finance, accounting, or 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.
• CFA designation or actively pursuing CFA preferred.
• Advanced proficiency in MS Excel, Bloomberg, and other financial analysis tools.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Responsibilities

• Monitor financial performance and KPIs of portfolio companies.
• Gather business and financial data on borrower companies regularly for investment team use.
• Provide presentation and write-up support for investment team for internal and external meetings.
• Prepare ongoing financial reporting on portfolio companies.
• Support ad-hoc research for new investments, including market studies and trends.
• Develop standardized info packs for each portfolio investment; monthly management reporting and variance analysis.
• 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

Communication

Independent / collaborative work

Education

Master’s degree in finance or accounting

Tools

MS Excel

Bloomberg Terminal

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.