Senior/ Lead Analyst- Portfolio Monitoring

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

Job summary

Evalueserve, located in Gurugram District, Haryana, is seeking a dedicated professional for financial analysis and portfolio management. You will track, validate, and report on financial data while maintaining data integrity across various platforms.

Ideal candidates will have a degree in finance or accounting, relevant experience in investment management, and proficiency in tools such as iLEVEL and Excel. Join us to collaborate with top-tier financial institutions in a dynamic environment that promotes skill development and work-life balance.

Qualifications

• 2+ years of experience in private equity, investment management, or financial analysis.
• Advanced proficiency in Excel is a must.
• Working knowledge of the iLEVEL application is required.

Responsibilities

• Track and report financial and operational data from portfolio companies.
• Support data workflows and maintain accuracy of portfolio data.
• Assist in preparing materials for LPs and internal reviews.

Skills

Financial analysis

Data management

Advanced Excel

Communication

Organizational skills

Education

Bachelor’s or master’s degree in accounting, finance, or a related field

CFA certification

Tools

iLEVEL

Power BI

Tableau

Job description

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, AI, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates across India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all.

About CIB

As part of a globally leading provider of knowledge, market research, and analytics services, you’ll be working with a team that specializes in global market research and caters to top-tier investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks and work alongside their product and sector teams, assisting them with deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve

Portfolio Monitoring and Reporting

• Track, collect, validate, analyze, and report financial and operational data from portfolio companies.
• Maintain and update portfolio data in iLEVEL, Chronograph, or other platforms, ensuring accuracy and timeliness.
• Generate periodic reports and dashboards for internal stakeholders and investors.

Data Management

• Ensure consistency and integrity of data across systems.
• Work closely with portfolio companies to streamline data submission processes.
• Support automation and optimization of data workflows within the platforms.

Performance Analysis

• Track KPIs, valuation metrics, and financial performance indicators.
• Assist in benchmarking the performance of portfolio companies against industry standards.
• Support investment teams with ad hoc analysis and insights.

Stakeholder Collaboration

• Liaise with investment professionals, finance teams, and external partners.
• Provide support during quarterly and annual reporting cycles.
• Assist in preparing materials for LPs, board meetings, and internal reviews.

What we’re looking for

• Bachelor’s or master’s degree in accounting, finance, or a related field; CFA certification is a plus.
• 2+ years of experience in private equity, investment management, or financial analysis.
• Working knowledge of the iLEVEL application is required.
• Advanced proficiency in Excel; experience in working on Power BI or Tableau is a plus.
• Excellent analytical, organizational, and communication skills.