Portfolio Monitoring and Reporting- Alternative Investments, Private Equity

Job title: Portfolio Monitoring and Reporting- Alternative Investments, Private Equity

Company: Apex Group


Job description: The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for youWe look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes.Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires.

• Capturing/reviewing financials of private and public companies owned by Private Equity
• Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it.
• Creating/maintaining/producing different analytical monthly packs including ad-hoc
• analysis for the client to support their investment decision making in the core area of business.
• Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks.
• Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources.
• Provide product demos to prospective and existing clients and assist in new business wins.

Skills Required

• Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
• 1 – 10 years of experience in relevant financial services experience incl. Management
• Reporting or Operational Finance, preferably with research experience.
• Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.
• Ability to work independently and delve into projects with a strong diligence and emphasison producing a high-quality work product.
• ▪ Experience working independently, proactively identifying, or initiating ways to enhance a
• process, procedure or outcome that benefits the organization.
• Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously.
• Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success.
• Should be solutions focused and can work in unstructured environments under minimum or no supervision.
• Effective oral and written communication skills to clearly articulate analysis.
• Advanced understanding of MS Excel, Word, and PowerPoint.
• Team management and client management experience is mandatory for the AVP role.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Expected salary:

Location: Turbhe, Maharashtra – Mumbai, Maharashtra

Job date: Tue, 08 Jul 2025 03:59:59 GMT

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