Senior Associate IR, Employee Co-Investment

Description

Primary functions and essential responsibilities

• Build and maintain financial models to support forecasting, capital planning, scenario analyses, and fund‑level or program‑level financial insights
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• Must be a player-coach and effectively manage relationships with internal resources (both US and Mumbai based) and external providers i.e.: fund administrator(s)
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• Assist in the system identification, assessment, and implementation processes for AI solutions i.e.: ProSights, Pryon
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• Support data and reporting enhancement initiatives, including the buildout of analytics dashboards, forecasting tools, and employee‑facing reporting packages
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• Contribute effectively to the innovation efforts for the structuring and implementation of a streamlined and centralized Investor Operations 360 platform
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• Participate in project plans, milestones, and updates to executive management
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• Coordinate with third party banking/lender relationships and internal and external auditors to meet all monthly, quarterly, and annual reporting deadlines
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• Manage debt facilities and review compliance reporting, as applicable
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• Train, mentor, and oversee junior team members based in Mumbai or the U.S., ensuring accuracy, timeliness, and consistency of deliverables
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• Responsible for ad-hoc limited partner, analyst, and investment team requests
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qualifications

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Education:

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• BS/BA with major in Accounting, Economics or Finance, with outstanding academic record
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• CPA preferred, CFA a plus
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Experience Required:

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• 6-9 years of relevant work experience
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• Public accounting experience a plus (Big 4 preferred) especially with investment management or financial institutions, strongly valued
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• Ability to work in a fast-paced, high growth environment
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• Ability to assist in managing several third-party relationships
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• Strong understanding of U.S. GAAP a plus
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• Strong verbal and written skills; ability to analyze and summarize complex information both verbally and in writing
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• Strong problem-solving and analytical skills
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• Ability to multi-task and manage various deadlines
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• Excellent organizational and interpersonal skills
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• Anaplan, Tableau, PowerBI, or other data reporting software experience, a plus
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General Requirements:

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• Proven experience of collaborating with teams in remote locations
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• Strong proficiency in Excel, PowerPoint and Word (e.g.: complex formulas, macros)
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• Experience with Power BI, Tableau, Alteryx or other business intelligence tools, a plus
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• Excellent time management skills and ability to collaborate with others
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• Superior communication skills and a demonstrated ability to create content to a diverse audience
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• Strong client service orientation
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• Outstanding leadership and project management capabilities
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• Outstanding organizational skills with attention to detail
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• Ability to successfully manage multiple priorities and competing demands; result oriented
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• A solutions-oriented self-starter with the ability to see the big picture
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• An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
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• A demonstrated ability to research and leverage available resources to accomplish the task at hand
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• Good judgment in terms of escalating issues vs. solving problems independently
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• Comfort in dealing with ambiguity and uncertainty in a dynamic and fast-paced environment
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• Energetic, self-motivated, and team-oriented approach; a zest for challenges in a fast-paced, dynamic environment – often under pressure to meet demanding deadlines
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• Strong work ethic, an entrepreneurial spirit and a desire to learn
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• Dependable, great attitude, highly motivated and a team player
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• Highest degree of integrity, motivation and intellectual curiosity
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Reporting Relationships

Associate Vice President, Co-Investment\n

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.