You are a strategic thinker passionate about driving solutions in Private Equity and Investor Relations. You have found the right team.
As a Private Equity Professional within our Private Equity Group (PEG) team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Lead the PEG team in Mumbai, providing oversight and direction to team members.
- Drive global investor relations initiatives in collaboration with international colleagues.
- Create, maintain, and enhance client materials, including portfolio reviews and performance analytics.
- Develop and update analytical models and Excel templates to support client and prospect requirements.
- Liaise with information management, client service, and technology teams to streamline and automate client data and reporting.
- Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, and client / consultant questionnaires for current and prospective clients.
- Assist in the creation and updating of marketing collateral, including pitchbooks, educational materials, and insights pieces.
- Monitor industry databases and publications to gather relevant market, competitive, and environmental information.
- Support the development and execution of organizational objectives and strategic initiatives.
- Respond to ad-hoc data requests and provide benchmarking analysis for clients.
- Ensure high standards of accuracy and timeliness in all client-facing deliverables.
Required qualifications, capabilities and skills
Possess 7 years of experience in private equity, finance, investor relations, data analytics, or accounting.Demonstrate proficiency in Microsoft Excel VBA / Python skills .Display excellent organizational and time management abilities with attention to detail.Show analytical skills and financial modeling aptitude.Prioritize multiple responsibilities and ad-hoc requests in a fast-paced, client-facing environment.Work effectively in a team-oriented, collaborative environment.Utilize industry databases and publications (e.g., Pitchbook, Preqin, Capital IQ, Thomson Reuters).Strong written and verbal communication skills.Ability to manage and mentor team members.
Preferred qualifications, capabilities and skills
CFA designation is a plus.Prior exposure to global investor relations.Familiarity with private equity industry trends and best practices.
Skills Required
Microsoft Excel, Python, analytical models , capital iq, Vba