Related skills
excel power bi valuation dcfπ Description
- Own and coordinate quarterly and annual investor reporting (NAV/AUM, distributions, KPIs).
- Prepare materials for boards, reviews, investor meetings and due diligence.
- Support investor relations: RFIs, fundraising, due diligence and ad hoc comms.
- Maintain reporting timetable and inputs from platform leads and asset managers.
- Translate ops/valuation data into investor-facing narratives aligned with fund mandates.
- Use Excel and Power BI to automate reporting and create a single source of truth.
π― Requirements
- 2+ years in fund/portfolio management or related analytical role.
- Strong financial modelling: DCF, scenarios, sensitivities.
- Knowledge of private fund processes: valuations, AUM/NAV, reporting.
- Experience with renewable energy or infrastructure assets; Asia exposure helpful.
- Experience creating high-quality investor outputs.
- CFA qualification advantageous.
- Standout: fast-paced, team player, detail-oriented, deadline driven.
π Benefits
- Salary discussed with recruiters to match experience.
- Unique, flexible culture with autonomy and ownership.
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