Acuity Analytics
Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organisation helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.
With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organisations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our people—by investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.
Acuity became an independent business in 2019 following its acquisition from Moody’s Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor—supporting our continued growth and innovation.
For more information, visit www.acuityanalytics.com
Basic Information
Position Title – Assistaant Director
Experience Level – 12-14 Years
Department – Private Markets
Location – Gurgaon
Position reports to – Associate Director
Job Purpose
We are seeking a senior professional to lead the development and delivery of middle- and back-office solutions for our Real Estate (RE)-focussed private equity firms, alternative asset managers, and institutional investors.
The role will combine client relationship management, solution design, business development support, operational oversight, and team leadership. The successful candidate will help prospective clients evaluate their operating models and design scalable, technology-enabled solutions across fund operations, investor reporting, portfolio monitoring, accounting, operations, and FP&A.
Key Responsibilities
ü Service Areas: The candidate must have good working knowledge of several of the following:
- Investor reporting and investor relations support
- Portfolio and asset management reporting
- Management reporting and portfolio monitoring
- Fund administration and fund accounting
- Property and real estate accounting
- Fund management and operating company accounting
- FP&A, budgeting, forecasting, and variance analysis
- Capital calls, distributions, allocations, and waterfall calculations
- NAV and financial statement support
- Cash management, reconciliations, and data controls
- Process transformation and automation
ü Client Solutions and Business Development
- Engage with prospective and existing clients to understand their business needs, operating models, processes, and service requirements.
- Lead client discovery sessions, partner with sales, operations, technology, finance, and transition team to develop tailored and commercially viable solutions.
- Support RFPs/RFIs, proposals, client presentations, and identify opportunities for cross-selling and expanding services across existing client relationships.
ü Delivery and Transition Oversight
- Provide subject-matter oversight for the delivery of middle- and back-office services, support the resolution of complex accounting, reporting, data, and operational issues.
- Ensure that client deliverables meet agreed service levels, quality standards, and control requirements.
- Monitor operational risks, service issues, exceptions, and key performance indicators.
- Drive continuous improvement, standardization, automation, and efficiency across service delivery.
- Oversee onboarding and transition of new clients, funds, portfolios, or processes.
- Support the development of transition plans, process documentation, operating procedures, control matrices, and governance frameworks.
ü Team Leadership
- Lead, mentor, and develop team leaders, accountants, analysts, and operations professionals.
- Define team structures, responsibilities, performance expectations, and escalation mechanisms.
- Support recruitment, workforce planning, training, succession planning, and performance management.
ü Technology and Tools
- Fund accounting and administration: Yardi, Workiva, Investran, eFront, Allvue, FIS, MRI, Geneva, Advent, SS&C, or similar systems
- Market and investment databases: Preqin, PitchBook, Bloomberg, FactSet, Refinitiv/LSEG Workspace, DealCloud, or Dynamo
- Reporting and analytics: Microsoft Excel, Power BI, Tableau, SQL, workflow tools, reconciliation platforms, and reporting automation solutions
- CRM and client management: Salesforce or equivalent platforms
Key Competencies:
- Bachelor’s degree in finance, Accounting, Economics, Business, or related discipline, along with CPA, CA, ACCA, CMA, CFA, MBA or equivalent qualification.
- 12–14 years of experience in alternative investments, fund administration, investment operations, accounting, asset servicing, or a related field (supporting RE-focussed PE firms and asset managers)
- 5–6 years of experience managing teams and leading client-facing engagements.
- Experience working with global clients or in a multi-location delivery environment, supporting business development, RFPs/RFIs, solution design, proposals, or client implementations.
- Strong leadership and communication skills to manage team deliverables, multiple stakeholders and priorities.
- High attention to detail, ownership, and commitment to quality, with ability to operate effectively in a fast-paced and evolving environment
