Private Markets - Portfolio Management Support

About Crisil Limited

We are a leading, agile, and innovative global analytics company driven by our purpose to make markets function better. We are a bold organization powered by deep expertise, unparalleled analytics and relentless innovation. We collaborate seamlessly to deliver mission critical insights thereby instilling & amplifying client's success.

Life at Crisil

Be the impact

Drive growth with a strong sense of purpose.

Create lasting impact that affects individuals, businesses, and the society at large.

That's what 'Life@Crisil' is all about.

This is where you unlock the next chapter of your career - fueled by our caring culture which encourages you to learn and innovate, an environment that fosters positivity through our people-first approach and an attractive rewards & benefits program that puts your growth in the spotlight. An inspiring setting where you will find the brightest minds, inspiring you to unleash your potential.

Crisil is a place where your ideas and opinions are always welcome, and continuous learning is the norm. Because we know that's what it takes to solve the biggest real-world challenges and move the needle in the direction of unexplored future possibilities. All without compromising on our strong ethics.

So go ahead. Unlock the next chapter of your career.

Be the impact that transforms the world.

Job Description

Key Responsibilities:

• Updating & checking pipeline data, including cross checking with other business teams to verify funding date, allocations, spread, OID, EBITDA, LTV etc.

• Checking to ensure the pipeline details are populated correctly for deals that have progressed through further stages.

• Handling weekly and monthly deliverables, meeting the given timelines.

• Updating holdings data from reports into the deployment backup file, on weekly basis.

• Prepare monthly one-pagers and fund monthly deck immediately post the NAV is made available.

• Updating of fund monthly returns bridge model with latest results.

• Support in preparation of European portfolio management deck, in updating back up, refreshing charts and coordinating across teams for inputs.

• Support in preparation of Board pack, updating support files and ensuring pack is ready for circulation

• Updating fund model, on monthly basis, and handling reconciliation of key figures

• Monitoring regularly for the pipeline and the related data, verifying and flagging with respective teams on any data issues

• Providing support on any other ad hoc request, as required.

  Key Responsibilities:

• Updating & checking pipeline data, including cross checking with other business teams to verify funding date, allocations, spread, OID, EBITDA, LTV etc.

• Checking to ensure the pipeline details are populated correctly for deals that have progressed through further stages.

• Handling weekly and monthly deliverables, meeting the given timelines.

• Updating holdings data from reports into the deployment backup file, on weekly basis.

• Prepare monthly one-pagers and fund monthly deck immediately post the NAV is made available.

• Updating of fund monthly returns bridge model with latest results.

• Support in preparation of European portfolio management deck, in updating back up, refreshing charts and coordinating across teams for inputs.

• Support in preparation of Board pack, updating support files and ensuring pack is ready for circulation

• Updating fund model, on monthly basis, and handling reconciliation of key figures

• Monitoring regularly for the pipeline and the related data, verifying and flagging with respective teams on any data issues

• Providing support on any other ad hoc request, as required.

Open Positions

1

Mandatory Skills

Advanced Excel, Modeling, Analytical Ability

Location

Pune / Chennai

Education Qualification

CFA, MBA

Experience

2 to 3 years