Apr 2024 – Present · 2 yrs 1 mo · Gurugram, Haryana, India

• Serving as a strategic extension of the Corporate and Investor Relations team for a global Private Equity firm.
• Handle multiple accounts focused on monitoring and recording the performance of fund managers and underlying portfolio companies.
• Analyze PE Fund's performance by going through fund literature such as quarterly and financial reports.
• Capture and track fund valuation metrics including investment cost, realized/unrealized value, gross/net multiples, and financial KPIs like revenue, EBITDA, and net debt on a quarterly basis.
• Strengthen investment decision-making by conducting due diligence for the client to support investment decisions.
• Lead attribution analysis and maintain detailed performance track records to enhance visibility into fund and portfolio-level returns; benchmark investment outcomes using Preqin in alignment with client-specific requirements.
• Improve fund analytics by calculating IRRs, MOICs, and performing Value Creation Analysis, helping clients understand sources of portfolio return.
• Accelerate investment pipeline by carrying out an extensive competitor analysis and creation of deal summaries for new investment opportunity for various funds using 'Preqin.'
• Enhance operational efficiency by managing the client's internal data library maintaining fund documents, reconciling portfolio-level operational metrics, and ensuring data accuracy across geographies and leverage metrics.
• Create Fund Analysis files using 'Foliosure' and 'Accelex' to streamline portfolio monitoring for clients.
• Build trusted client relationships through regular communication, proactively addressing inquiries, and briefing on key changes and trends each quarter.
• Contribute to team development by reviewing the work of peers, refining analysis methodologies, and supporting quality control on high-stakes deliverables.

Mar 2022 – Mar 2024 · 2 yrs · Gurugram, Haryana, India