Valuation Reporting/Private Equity

Hird Private Limited; Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Hird Private Limited, Bengaluru, seeks a finance professional to manage data collection, governance and reporting for private equity and related funds. You will be the SME and go-to person for process questions, deliver ad-hoc reports, and ensure timely client service.

You must have 6–8 years in private equity concepts and valuation methods such as DCF and comparables, with strong MS Office skills. Experience with iLevel or similar reporting tools is a plus, and you will collaborate with an

Qualifications

• Postgraduate in finance with 6–8 years of relevant private equity reporting experience.
• Good understanding of valuation techniques like DCF and Comparable Company Analysis.
• Strong MS Office skills (Excel, PowerPoint, Word) and experience with fund/investment level reporting.

Responsibilities

• Prepare Ad-Hoc reports/dashboards as required by management.
• Ensure timely allocation and delivery of work to clients without breaching SLAs/KPIs.
• Build solid client relationships to ensure best possible experience from the team.
• Prepare process documentation and SOPs; identify gaps and drive process improvements.

Skills

Valuation concepts

Financial analysis

MS Excel

Communication skills

Multitasking

Education

Postgraduate in Finance

Tools

MS Word

MS PowerPoint

iLevel

73Strings

Job description

About the Team:

• The team is responsible for managing all the reporting activities to the Senior Management, Limited Partners, and other regulatory reporting.
• It has 3 major functions:
• 1. Data Collection & Governance: Collecting the required data from the Portfolio companies, scrubbing the data, and uploading the same to the firm’s portfolio monitoring system.
• 2. Data Reporting: Majorly responsible for the regular reporting needs of the LPs, Sr. Mgmt., etc.
• 3. Data Analysis: Handle any substantive analytics and ad-hoc requests.

Key Responsibilities:

• Develop a good understanding of the investment strategies for Private Equity, Tactical Opportunity, Life Sciences, Infra, Energy, Growth funds, and other business units as required.
• Become the SME and the ‘Go To’ person for the team members for any doubts related process.
• Preparing Ad-Hoc reports/dashboards as per management’s requirement.
• Ensure timely allocation and delivery of work to the client without breaching the SLAs/KPIs.
• Build a solid relationship with the clients and ensure they get the best possible experience from the team.
• Preparing the process documentation and creation of SOPs.
• Identify process gaps and drive process improvement projects.

Desired Candidate Profile:

• Candidate must be a Postgraduate in finance with 6 - 8 years of relevant experience in various private equity concepts, fee structures, and performing end-to-end business valuations.
• Basic conceptual knowledge of various valuation techniques like DCFs, Comparable Company Analysis, etc.
• Should have very good working knowledge of Answering Due Diligence Questionnaires and Other Fund/Investment level reporting like Valuation reporting, LP reporting.
• Strong Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word).
• Experience in iLevel, 73Strings, or any reporting software is advantageous.
• The ability to effectively work as an individual contributor and a people manager who possesses strong analytical, problem-solving, critical thinking, and decision-making skills, multitask, and deliver under tight deadlines.
• The profile involves effective communication across clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must.
• A desire to work in an international team environment, often under pressure and with multiple stakeholders.

Sensitivity: Internal & Restricted