Senior Associate/Associate IR, Employee Co-Investment

Job Description

Reports to: Assistant Vice President in US

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

Education:

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

Experience Required:  

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

General Requirements:

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

Reporting Relationships

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.