Senior Manager - Portfolio Management - Private Equity

Role Summary:

The Portfolio Management team supports portfolio monitoring, valuation and reporting across alternative investment strategies and partners with global Investment, Valuation and Investor Product Strategy teams. The Senior Manager will combine hands-on domain expertise with people leadership, own complex deliverables, maintain strong quality standards and serve as a senior point of contact for global stakeholders.

Key Responsibilities:

• Develop strong expertise across Private Equity and other alternative investment strategies, including portfolio monitoring, valuation, performance and investor reporting.
• Lead and review valuation and portfolio reporting, with a strong understanding of DCF, comparable-company analysis and other valuation methodologies.
• Review fund- and investment-level deliverables including valuation reports, track records, valuation bridges, portfolio summaries, DDQs/RFPs/RFIs and LP/Senior Management reporting.
• Review portfolio and fund performance analysis, including IRR, MOIC, gross/net cash flows and other investment-performance metrics.
• Lead complex analytical and ad-hoc requests, dashboards and management reporting while ensuring accuracy and timely delivery.
• Act as a senior SME and escalation point, partnering with global stakeholders to resolve data, valuation and reporting issues.
• Manage, mentor and develop team members while reinforcing quality, ownership, accountability and subject-matter expertise.
• Manage workload, priorities and capacity to ensure delivery against agreed SLAs/KPIs.
• Drive standardization, automation and continuous improvement, supported by robust SOPs, controls and governance frameworks.

Qualifications:

• 13 - 15 years of relevant experience in Portfolio Management, Private Equity, Alternative Investments, Valuation, Investment Reporting or related areas.
• Postgraduate qualification in Finance, Accounting, Economics or a related discipline.
• Strong understanding of Private Equity, valuation reporting and DCF analysis.
• Experience in LP/investor reporting, valuation reporting, portfolio monitoring, DDQs/RFPs/RFIs and investment-performance analysis.
• Proven ability to operate as both a hands-on individual contributor and people manager, with strong analytical, review and problem-solving skills.
• Strong stakeholder-management and communication skills, including experience working with global teams.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Skills and Experience:

• Experience with 73Strings, iLevel or similar portfolio monitoring and reporting platforms.
• Professional qualifications such as CFA, CA or an equivalent credential are preferred.

Leadership Expectations:

• Demonstrate strong ownership, accountability and a consistent focus on quality.
• Operate effectively in a fast-paced, deadline-driven environment while balancing hands-on delivery and team leadership.
• Foster collaboration across global teams and promote continuous improvement, automation and scalable delivery.
• Be flexible with shift timings (12:00 PM - 9:30 PM or 2:00 PM - 11:30 PM IST) to meet business and global coverage needs.