About the job
Department: Operations
Employment Type: Permanent - Full Time
Location: Bangalore
Reporting To: Vice President, Operations
Description
As an Investor Insight Analyst, reporting into the Investor Insight Associate/Senior Associate,
you will be part of a high impact team focused on exceptional client delivery. Data is integral
to our clients giving them clear visibility of the performance of their investments. You will
play a key role in collating, interpreting, understanding and presenting this performance data
to our clients through internal applications/systems.
What you’ll be doing:
● Finding and summarising information (performance metrics, types of fees, expenses and
Fund structure) relevant to Portfolio Monitoring for Private Equity / Limited Partnership funds
● 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
● Preferably capable of independently conducting analyses of financial statements and capital
account movements or require minimum supervision
● Experience working with extracting correct quantitative and qualitative information from
financial reports, will have added advantage
● 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 is maintained
What you’ll bring to us:
● Experience working in Financial reporting is a plus
● Experience or understanding of Private Equity Industry/Limited partnership funds is a plus
● Education level – Bachelors' Degree. Masters/Professional/Technical qualification is a plus
● Should have a good understanding in Microsoft Excel and Microsoft Office 365
● Business fluency in English is required
● Capable enough of identifying how to approach tasks, prioritizing and planning work in an
organized manner, monitoring and measuring progress
● 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"
Qualifications are not as essential as experience. If you feel you have work examples and
projects that illustrate what we need, we're happy to have a conversation.
Why join us?
About Us
You will be joining the world's leading data and insights provider for the alternative assets
market. We empower the global financial community with critical information and leading
analytics solutions to help them make faster and smarter investment decisions, and to make
them with confidence. A forward-thinking company, we lead our industry through innovation.
We trust in the power of data, and we use it to increase transparency in alternatives. We
believe that access to information leads to more investment in the ideas and infrastructure
that build strong communities.
Our Culture
We centre our culture in our teams members growth, sparking their curiosity and fuelling their
career adventures. We celebrate and recognise contribution, high performance and strong
collaborative behaviours. We're building and growing our learning programs, frameworks and
tools to help people thrive and it's an exciting time to join us. We support our internal
communities and donate our time, knowledge and support to the communities that surround
our offices globally.
Equal opportunities
Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the
policy of Preqin to ensure equal employment and consider all qualified applicants without
regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or
expression, national origin, age, disability, pregnancy, veteran status, genetic information,
socioeconomic status, political affiliation, or any other basis prohibited by applicable law.