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Bangalore Bangalore Karnataka, Karnataka, India
Competitive Salary
Closing date
May 23, 2024

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Job Role
Contract Type
Full Time

Department: Insights

Employment Type: Permanent - Full Time


Reporting To: VP, Investor Insight


As an Investor Insight Associate, reporting into the Investor Insight Senior Associate, you will be part of a high impact team focused on exceptional client delivery. Data is integral to our clients giving them clear visibility of the performance of their investments. You will play a key role in collating, interpreting, understanding and presenting this performance data to our clients through internal software. In addition the role requires the Associate to oversee daily operations, providing coaching and feedback to individuals to allow them to grow and develop, whilst providing excellent client delivery.

What you'll be doing:
  • Have a clear understanding of the Private Equity industry and Fund structure in order to be able to formulate questions to the Fund Managers regarding transactions and financial statements and be able to make independent judgements and formulate
  • Finding and summarizing information (performance metrics, types of fees, expenses and Fund structure) relevant to Portfolio Monitoring for Private Equity / Limited Partnership funds.
  • Should formulate and ask questions, as required, to the Fund Managers regarding transactions and financial statements
  • Review colleague's output and ensure that the quality of MI reporting is accurate and inline with the expectations
  • Experience working with extracting correct quantitative and qualitative information from financial reports

What you'll bring to us:
  • Education level - Bachelors' Degree. Masters/Professional/Technical qualification is a plus
  • Experience working in Financial reporting will have an advantage over other candidates
  • Experience or understanding of Private Equity Industry/Limited partnership funds is a plus
  • A highly effective leader with strong analytical skills and consistently delivering good client outcomes
  • Capable enough of identifying how to approach tasks, prioritizing and planning work in an organized manner, monitoring and measuring progress
  • Should be confident with managing stakeholders, internal and external, to a senior level
  • Influencing change and engagement, and well versed in reporting and presenting

Qualifications are not as essential as experience. If you feel you have work examples and projects that illustrate what we need, we're happy to have a conversation.

Why join us?

About Us

You will be joining the world's leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Our Culture

We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We're building and growing our learning programs, frameworks and tools to help people thrive and it's an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.

Equal opportunities

Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.

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