Executing product analysis to identify specific requirements and use cases with Private Equity Enterprise software clients.
Collaborating with internal team members to identify the risks involved in the process, raise them & get them sorted appropriately.
Acting as an extension of APAC/US/EMEA client deployment team, helping to implement, customize and enhance the ‘Portfolio Monitoring and Reporting’ services provided to Private Equity clients.
Independently managing multiple implementation projects using best practices regarding system setup and utilization.
Preparing financial reports, templates, configure portal as per PE/VC clients’ requirements.
Balancing multiple client implementations simultaneously and efficiently maintaining accountability to all stakeholders.
Regularly collaborating and working with Senior Team members, Global Project Managers and Team Managers regarding forward-looking initiatives.
Problem solving and providing solutions to the team and to the clients on the product and its functions.
Communicating weekly updates internally to the Implementations TLs.
Requirements
MBA in Finance/Business Analytics is required with 0-2 years of Financial Services industry experience.
Professional certifications like CA or CMA, CFA or FRM is a plus.
Up to 2 years of experience in software, financial services vendor or tech/ management project management consulting services will be an added advantage for the role.
Knowledge of S&P MI’s proprietary software (e.g. QVAL, iLEVEL, WSO/EDM) is an added advantage for the role.
Experience in Private Capital Market space is a plus.
Proficiency in Excel is must.
Thorough understanding of financial reporting and operating statement analysis.
Collaborative attitude, ability to work cross-functionally with diverse personalities.
Intellectual curiosity and inquisitiveness.
Excellent English communication skills (Verbal and Written) and comfort in driving discussions and presentations with team, clients, global stakeholders on a regular basis.
Should be fluent with Mandarin Language (Verbal and Written).