Senior Associate

Job Purpose

The job role is in the Private Markets division at Acuity, one of the fastest growing segments within the firm. This opportunity is ideal for a private equity /investment banking / strategy consulting professional who is interested in working with leading global private equity funds and corporations.

Key Responsibilities

• Supporting a global Fund of Fund client’s Operations teams
• Quarterly update of portfolio - Updating and managing portfolio details of various private equity / credit / real estate & infra funds. Tracking the portfolio operational updates on quarterly/monthly basis
• Performance Metrics Update – Updating and analyzing instrument level data like, company details, interest rate details, instrument type, entry/maturity dates, financial, as per the pre-defined standards
• Preparing Solvency Reports- Preparing solvency reports on a quarterly basis using the instrument level portfolio data
• Reporting: Prepare consolidated client report, update template and business objects reports
• Portfolio Data: Updating quarterly information for all the investments like NAVs, calls, exit information, and company financials in-house tool
• Regular interaction with clients and supporting them by catering to their other ad-hoc requests
• Handle RFP/RFI/DDQ requests from the client’s distribution team via D365.
• Draft and update proposals using standard templates and language.
• Collect and organize quantitative data (performance, valuations, leverage, etc.) for responses.
• Maintain and update content repository with latest qualitative and quantitative information, including ESG data.
• Liaise with client stakeholders to finalize responses and incorporate feedback.
• Prepare data sets for bespoke reports and investor questionnaires.
• Ensure templates and content repository follow best practices and support efficiency.

Key Competencies

• CFA/ MBA in Strategy, Finance, Operations or Economics
• 2-8 years of experience in strategy research and analysis, preferably across industries
• Experience in managing client communications
• Strong writing and communication skills.
• Ability to manage multiple requests and meet deadlines.
• Familiarity with private markets, financial data, and investor reporting
• Experience in handling projects independently
• Strong communication skills