Senior Associate

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

Job summary

Acuity Analytics in Gurugram (India) seeks an experienced Financial Analyst to support a private equity client with fund and portfolio monitoring, financial statements and cash flow analysis.

3–8 years in financial services, strong MS Excel skills, and accuracy are required; MBA or higher degree preferred, CFA/FRM beneficial, proactive and team oriented.

This role involves updating portfolio KPIs, reconciling data, and preparing quarterly updates for management and clients.

Qualifications

• MBA or postgraduate degree in a relevant field.
• CFA/FRM certification pursued would be a plus.
• MS Office proficiency with strong MS Excel skills.
• 4 years of experience in financial services.
• Strong accuracy, analytical, communication and interpersonal skills.
• Sound knowledge of private equity, financial management and accounting.
• Proactive, enthusiastic and team-oriented.

Responsibilities

• Updating and managing portfoliodetails of various private equity / credit / real estate & infra funds.
• Updating and analyzing portfoliocompanies financial, valuation and operational KPIs
• Spreading portfolio company financialdata as per the pre-defined standards
• Quality checking of the output sheetand trend analysis to verify outliers as well as supporting reasons for thesame
• Tracking the portfolio operationalupdates on quarterly basis
• Creating / updating fund track record andreconciling the data using cash flow notices

Skills

Analytical skills

Communication skills

Interpersonal skills

Proactive and team oriented

Education

MBA or Post-Graduate degree

CFA/FRM (preferred)

Tools

MS Excel

MS Office

Job description

Job Description

3 - 8 Years

Permanent

Group Company:

Acuity Analytics (the trading name of Acuity KnowledgePartners) is a global, tech-first organization helping financial institutionsand corporates make better decisions through research, data, analytics andAI-enabled solutions. We combine deep financial services expertise with strongengineering, digital and AI capabilities to solve complex, real-world problems.

With a team of 7,200+ analysts, data specialists andtechnologists across 28 locations, we work with more than 800 organizationsworldwide to drive efficiency, unlock insight and deliver measurable impact.Our success is built on the strength of our people—by investing in talent,encouraging collaboration and creating room to grow, we enable our teams to dotheir best work for clients.

Acuity became an independent business in 2019 followingits 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 investor—supporting our continued growthand innovation.

Acuity Knowledge Partners is looking for an individual to play a key rolein supporting a Private Equity client across fund & portfolio monitoring. Theprofessional will be closely working as an extended team member for a privateequity client and will assist on portfolio monitoring, financial statements,and cash flow analysis.

Primary Responsibilities:

• Updating and managing portfoliodetails of various private equity / credit / real estate & infra funds.
• Updating and analyzing portfoliocompanies financial, valuation and operational KPIs
• Spreading portfolio company financialdata as per the pre-defined standards
• Quality checking of the output sheetand trend analysis to verify outliers as well as supporting reasons for thesame
• Tracking the portfolio operationalupdates on quarterly basis
• Creating / updating fund track record andreconciling the data using cash flow notices

Additional Responsibilities:

• MBA or other Post-Graduate orProfessional Degree
• Pursuing professional certificateslike CFA/FRM would be plus
• Knowledge of MS Office with strongskills in MS Excel
• 4 years of experience in financialservices
• Strong Accuracy, analytical,communication and interpersonal skills
• Sound knowledge of concepts in privateequity, financial management and accounting.
• Candidate must be proactive,enthusiastic and team oriented
• Good to have : Knowledge of AIcapabilities and practical business applications is a plus.