Overall Job Purpose :
- This role is a part of front office investments team at M&G Global Services in Mumbai which involves working closely with P Capital Partners' (PCP) Portfolio Management team based in Stockholm. The role focuses on investment controlling responsibilities essential for managing a dynamic and growing private credit portfolio and requires working independently.
- PCP is a leading European private credit solutions provider in the corporate non-sponsor sector. In June 2025, M&G acquired a 70% stake in PCP aligning with its strategy to grow the Private Markets business. With this acquisition, PCP has become part of M&G Investments' - 73 billion private markets business, complementing its established - 19 billion private credit and structured credit teams and broadening its client offering in a segment where PCP already has strong relationships and an extensive origination network.
Key Performance Monitoring : Source, update and analyse performance data for deals from reports to identify trends, update traffic light assessments and support AI-enabled financial mapping and database uploads.
Quarterly Portfolio Reviews : Perform analysis of existing investments and prepare monitoring documentation for presentation to internal stakeholders and management during quarterly portfolio reviews.Portfolio Analysis : Maintain performance reporting and analyse fund performance across multiple PCP funds (III, IV, V, Transition & Growth), supporting investor and management queries with deep portfolio analytics which include trend analysis and tracking credit losses, geographic exposures, and other relevant portfolio metrics enabling informed decision making.Portfolio Data Management : Update and manage the portfolio file, integrating new investments, borrower commitments, and performance indicators providing statistics and analysis for the deal team and supporting data-driven responses to investor inquiries.Investor Reporting : Contribute to high-impact investor reports, TPT reporting to banks, cash flow forecasts, and league table submissions ensuring clarity and insights to help stakeholders make informed decisions.IFRS Model Updates : Support quarterly valuation modelling using inputs from reviews, default data, and macroeconomic multipliers.Database Administration : Upload and update financials, maturity profiles, durations, and legal data across PCP systems. Collaborate on developing, maintaining and automating the liquidity model.Ad Hoc Reporting : Provide timely data and presentations in response to ESG, fundraising, and investor requests.Knowledge, Skills, Experience & Educational Qualification :
Knowledge & Skills (Key) :
3-5 years of relevant experience in Private Credit / Private Markets / Private Assets pertaining to financial modelling, investment analysis or controlling.Experience in reporting and KPI analysis would be preferred.Strong analytical mindset and genuine interest in working with data to support portfolio insights and decision-making.Ability to manage multiple deadlines and collaborate across international teams as well as work independently.Quick learner with an ability to work in an unstructured environmentStrong communication & interpersonal skills.Strong MS Excel skills. Knowledge of VBA, PowerBi, Python will be a plus.Education Qualifications :
MBA from a reputed instituteCFA / Pursuing CFA(ref : iimjobs.com)