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Assistant Manager - Advisory Services

Hyderabad Hyderabad, Telangana Telangana, Telangana, India
Competitive Salary
Closing date
May 20, 2024

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Job Role
Accounts Assistant
Contract Type
Full Time
Job Description

Job Description:

Opportunity: Our Advisory Services team provides custom advisory services to clients including hedge funds, private equity, fund of funds, real estate, venture capital, family offices, wealth management firms, and broker/dealers. We utilize our deep expertise in finance, accounting, compliance, fund administration, operations, and due diligence to support various aspects of our client’s non-investment business function. Our team successfully ensures that projects are executed efficiently and in accordance with the industry’s leading practices and regulatory requirements.

Within this role you will have the opportunity to participate in various projects including, but not limited to Operational Due Diligence Assessments, Project Management, Strategic Development, Launch and Winddown Advisory, Due Diligence Questionnaire Support Services, Corporate Secretarial Services, and Loan Transaction Review. This breadth of work allows individuals on our team to find their niche and apply themselves in those areas.

A strong Operational Due Diligence background lends itself to several other projects for which our group is engaged.

Role-Specific Accountabilities:
  • Supporting the project management of each client engagement, including timelines and deliverables.
  • Complete fund related document reviews e.g., Prospectus, Limited Partnership Agreement, Investment Management Agreement, etc.
  • Participate in and accurately document assessment discussions with clients, including virtual or on-site meetings with fund manager personnel.
  • Draft comprehensive meeting reports (ranging from approximately 10-20 pages) and discuss findings with the team prior to finalization.
  • Work on projects to enhance the efficiency of and effectiveness of investment firms and assist in the documentation of various policies and procedures.
  • Support the team to identify, verify, analyze, and implement process improvement opportunities.
  • Contribute to strong working relationships within functional teams across the organization.

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