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 – Delivery Lead
Experience Level – 5-6 Years
Department – Private Markets
Location – Gurgaon
Position reports to – Associate Director
Job Purpose
Acuity Analytics is looking for an individual to play a key role in supporting a Private Equity client across fund & portfolio monitoring. The professional will be closely working as an extended team member for a private equity client and will assist on portfolio monitoring, financial statements, and cash flow analysis.
Key Responsibilities
The role involves working closely with various stakeholders involved in global client teams as well as internal teams at Acuity on a day-to-day basis
- Providing error-free output on assigned tasks and achieve the targets efficiently
- Should take complete ownership of the work/project assigned and ensure high quality and timely delivery. In addition, as a senior member, the incumbent is also responsible to review the work done by junior members in the team
- Set, manage and effectively communicate work and quality expectations to team members and stakeholders (internal and clients) on time
- Identify training requirements for junior members in the team, discuss with manager to provide/arrange required trainings to address the gap
- Provide feedback for all junior team members to the team manager, identify the team’s strengths and weaknesses and plan mid-course correction
- Work to build rapport with key client contacts to ensure a strong and positive relationship. Independently handle client communication to discuss day to day issues or updates with the client
- Updating and managing portfolio details of various private equity / credit / real estate & infra funds.
- Updating and analysing portfolio companies financial, valuation and operational KPIs
- Spreading portfolio company financial data as per the pre-defined standards
- Quality checking of the output sheet and trend analysis to verify outliers as well as supporting reasons for the same
- Tracking the portfolio operational updates on quarterly basis
- Creating / updating fund track record and reconciling the data using cash flow notices
Key Competencies:
- MBA or other Post-Graduate or Professional Degree
- Pursuing professional certificates like CFA/FRM would be plus
- Knowledge of MS Office with strong skills in MS Excel
- 5 to 6 years of experience in financial services
- Strong Accuracy, analytical, communication and interpersonal skills
- Sound knowledge of concepts in private equity, financial management and accounting
- Good project management, process management and client handling skills
- Ability to learn new processes quickly, follow SOPs and work independently with minimum guidance/supervision from manager. Excellent attention to detail.
- Candidate must be proactive, enthusiastic and team oriented
