Investor Insight Senior Analyst

Our Partner, a Our Partner company which was founded on one idea - to empower those who invest in private markets. Private investments that are, well, a little less private and a little more open. With customers at the center of our decision making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence.

We operate from four offices located in the US and UK with an employee count of 200+ professionals. As an established Fintech company, we are seeking creative and proactive engineers for our Investor Insight Senior Analyst operations team in Bangalore who will be a great value addition and help us define the future of our technology. 

As an Investor Insight Senior Analyst, you will be part of a high impact team focused on delivering exceptional customer service in the context of both People and Customer Promises within the Investor Insight team. Reporting into the Insight Associate, you will be responsible for the delivery of timely, accurate and high quality MI reporting. You will have the ability to start adding value to the Investor Insight operation at an early stage.

Roles and Responsibilities:

• He/She should have a good understanding of the Private Equity industry, performance metrics, types of fees, expenses, and Fund structure.
• Should formulate questions to the Fund Managers on transactions and financial statements.
• Should have a good understanding of existing reporting and cash flow processes and procedures.
• Ability to work under minimal supervision, perform and complete tasks independently.
• Good problem solver and know when to escalate issues.
• Must be capable of independently conducting analyses of financial statements and capital account movements.
• Experience working with extracting correct quantitative and qualitative information from financial reports.
• Should be trained on reading Limited Partnership, finding and summarizing information relevant to Portfolio Monitoring.
• Able to work closely with other internal departments to ensure timely accurate client reporting.
• Ensure the quality and integrity of the data on the system are maintained.

Key requirements for this role:

• 2 years of related experience in preparing reports (any industry).
• Experience working in Financial reporting is a plus. 
• Bachelors’ Degree. University courses conducted in English are preferred.
• Should have a good understanding of Microsoft Excel and Microsoft Office 365.
• Business fluency in English is required.
• Should have very strong analytical skills, and well versed in reporting and presenting.
• Capable enough of identifying how to approach tasks, prioritising and planning work in an organised manner, monitoring and measuring progress.
• Should be confident with managing stakeholders, internal and external, to a senior level.
• Ability to work accurately under pressure to meet client deadlines.
• Exceptional attention to detail and curiosity to investigate out-of-pattern items and to always ask “Why”.