Delivery Lead

Job Description

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 – Min 4 Years

Department – Private Markets

Location – Gurgaon

Position reports to – Associate Director

Job Purpose

The job role is in the Private Markets division at Acuity, one of the fastest growing segments within the firm. This opportunity is ideal for a private equity /investment banking / strategy consulting professional who is interested in working with leading global private equity funds and corporations.

Key Responsibilities

Supporting a global Fund of Fund client’s Operations teams

Quarterly update of portfolio - Updating and managing portfolio details of various private equity / credit / real estate & infra

funds. Tracking the portfolio operational updates on quarterly/monthly basis

Performance Metrics Update - Updating and analyzing instrument level data like, company details, interest rate details,

instrument type, entry/maturity dates, financial, as per the pre-defined standards

Preparing Solvency Reports - Preparing solvency reports on a quarterly basis using the instrument level portfolio data

Transaction Booking

Booking call and distribution for the in-house investor and FoFs

Fund Off-boarding process

Engaging with various departments (like Legal, Investor Relations, Investment) to kick off the Fund

Offboarding process

Reporting

Prepare consolidated client report, update template and business objects reports

Valuations

Identifying the assets and capital accounts from quarterly reports and updating the valuation of funds in in-house tools

Portfolio Data: Updating quarterly information for all the investments like NAVs, calls, exit information, and company financials in-house tool

Regular interaction with clients and supporting them by catering to their other ad-hoc requests.

Key Competencies

• Master’s degree/ MBA in Strategy, Finance/ CFA/CA

2-4 years of experience in financial research and analysis, good understanding of valuation and decent knowledge of Fund of Funds

• At least 0-2 years of experience in directly communicating with clients. Experience in managing client communications solo will be considered an added advantage.

• Experience in handling projects independently.

• Excellent at MS Excel to process varied data sets in spreadsheets (Pivots, charting etc.) is highly desirable

• Strong problem-solving abilities and analytical thinking skills, as evidenced by extensive experience in utilizing those skills in research and consulting environment. Adept at synthesizing information to generate insights

• Strong communication

Good to have

Knowledge of AI capabilities and practical business applications is a plus.

Job Snapshot

Job ID

JOB_8494

Department

Private Markets

Location

Udyog Vihar Phase II, Gurgaon, Haryana, India

Experience

6 - 10 Years

Employee Type

Permanent