Oversee all administrative tasks related to private equity funds, including managing investor subscriptions, redemptions, and communications.
Maintain accurate fund records and ensure compliance with relevant regulations.
Limited Partnership Relations:
Act as the primary point of contact for limited partners, addressing inquiries, providing updates, and ensuring a high level of client satisfaction.
Prepare and distribute regular reports to LPs regarding fund performance, investment strategies, and market insights.
Due Diligence & Investment Analysis:
Conduct robust due diligence on potential investments, performing financial analyses, market assessments, and risk evaluations.
Develop investment memos and presentation materials summarizing findings for internal decision-making and external communications with LPs.
Portfolio Management:
Monitor and analyze the performance of portfolio companies, including key financial and operational metrics.
Prepare and present performance reports to internal teams and LP stakeholders on a regular basis.
Project Management:
Lead and manage strategic initiatives and projects related to fund operations and LP engagement.
Create detailed project plans, track progress, and ensure timely delivery of objectives.
Quality Assurance & Content Development:
Plan, design, and implement quality assessments for investment materials and reports to maintain high standards of accuracy and relevance.
Utilize automation and manual processes to validate the integrity of financial and operational data.
Trend Analysis & Innovation:
Stay updated on industry trends and innovations in private equity and LP management, recommending improvements and new ideas to enhance our offerings.
Lead efforts to develop Directly Responsible Individual (DRI) cases that align with business objectives and demonstrate return on investment (ROI).
Team Leadership:
Mentor and guide junior team members, fostering a collaborative and growth-oriented environment.
Develop and implement team training to enhance skills and knowledge related to private equity and LP engagement.
Required Skills and Qualifications:
Bachelor's or master's degree in finance, business, or a related field.
5+ years of relevant experience in private equity, investment banking, or a related finance role, with specific experience in limited partnership management preferred.
Strong understanding of private equity fund structures and operations, including LP dynamics.
Excellent analytical skills with a proficiency in financial modeling and analysis tools.
Strong project management capabilities with the ability to handle multiple initiatives simultaneously.
Exceptional verbal and written communication skills, with a keen attention to detail.
Proficient in Microsoft Office Suite and financial analysis software.
Knowledge of regulatory frameworks and compliance requirements related to private equity and LPs is desirable.
Proven ability to build and maintain relationships with internal teams and external stakeholders.
Clearwateranalytics · Office - Noida