24 Alternative Investments jobs in India
Associate Director - Investment Management
Posted 5 days ago
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Job Description
We are seeking a talented individual to join our Wealth Investment Team at Mercer. This role will be based in Mumbai/Gurugram. This is a hybrid role that has a requirement of working at least three days a week in the office.
Associate Director - Investment Management
We will count on you to:
- Drive the delivery and operational support for reference data management initiatives
- Engage closely with key stakeholders across business, data solutions, technology, vendors to support maintenance and sustenance of reference data support needs
- Develop a thorough understanding of the reference data solutions implemented
- Collaborate with data solutions leadership to define SLAs and support protocols
- Develop detailed understanding of business, data flow processes implemented by EA, Ref Data solution teams and design support procedures to effectively support post go-live
- Ensure there is detailed support documentation that aligns closely with business requirements, data mappings, dependencies, data definitions, specifications and business processes including data flows.
- Build, manage, lead and grow a dedicated high-performance support teams
- Develop and implement scalable reference data support capabilities with a metrics-driven operations model, ensuring adherence to data ownership, quality, accuracy, and timeliness principles.
- Manage stakeholder expectations through effective project management and ensure timely delivery of reference data support solutions
- Support and influence the development of Mercer’s overall data delivery strategy with insights gained from support metrics
What you need to have:
- 10+ years experience working either directly in the finance industry in a data support related role for example, at an Investment Manager or Custodian or for a vendor providing services to the buy side.
- Deep experience leading data support teams managing data and related structures for core foundational data domains for an enterprise including team building, organization, process management, vendor management, SLA management, metrics-driven support delivery
- Experience leading and growing data support teams preferably master data management and/or reference data management teams
- Experience driving adoption of processes, templates by data support requesting teams
- Demonstrable strong communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.
- Thought leadership experience on designing data support capabilities for investment and asset management business functions across front-office, middle-office and back-office workflows.
- Experience dealing with data pipelines for a range of financial market related data sets and asset classes.
- Familiarity with data governance principles and practices, including metadata management and data quality assurance.
- Possess conceptual understanding of investment management processes, financial markets, custodial services, investment operational data needs, portfolio management reporting & monitoring.
- Demonstrate an understanding of front, middle, and back-office functions within the investment management, wealth management or asset management industry.
- Bring familiarity with integrating disparate data eco systems, data models, data pipelines to support business workflows.
- Experience managing and balancing stakeholder expectations
- Strong analytical skills using tools such as Excel, Vision, PowerPoint, Word.
- Proficiency in SQL, RDBMS, Data modeling, Structured and unstructured data analysis
- Proficiency in S&P or Markit EDM software and inner workings of all its capabilities highly desired
What makes you stand out?
- Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently
- Ability to balance quick wins with long term effectiveness and efficiency
- Ability to work with competing priorities and facilitate prioritization of competing support needs
- Ability to work creatively with operate mindset as solutions are developed and implemented
- Ability to communicate complex issues in a simple and coherent manner.
- Attention to detail, and proven track record in project and conflict management
- Excellent problem-solving skills with ability to work independently in a fast-paced, dynamic environment
- Industry certifications within finance, data, team management, project management disciplines are highly desired
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person
Senior Financial Analyst - Investment Management
Posted 21 days ago
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Job Description
Responsibilities:
- Develop and maintain complex financial models for investment analysis, valuation, and forecasting.
- Prepare detailed financial reports, including monthly and quarterly performance reviews, variance analyses, and budget vs. actuals.
- Assist in the annual budgeting process and long-range financial planning.
- Conduct in-depth market research and competitive analysis to identify investment opportunities and risks.
- Analyze financial statements and key performance indicators to assess the financial health of potential investments.
- Support the development of strategic business plans and provide financial insights to guide decision-making.
- Prepare presentations for senior management and investment committees.
- Identify opportunities for cost savings and process improvements within the finance function.
- Ensure compliance with relevant accounting standards and regulatory requirements.
- Build and maintain strong relationships with internal and external stakeholders.
- Continuously improve financial reporting processes and tools.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or CFA charter is a plus.
- Minimum of 5 years of progressive experience in financial analysis, corporate finance, or investment management.
- Strong proficiency in financial modeling, forecasting, and valuation techniques.
- Advanced skills in Microsoft Excel (e.g., pivot tables, complex formulas, VBA).
- Experience with financial planning & analysis (FP&A) software and ERP systems (e.g., SAP, Oracle).
- Excellent analytical, problem-solving, and critical thinking abilities.
- Strong understanding of financial statements and accounting principles.
- Exceptional written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- High level of attention to detail and accuracy.
- Must be able to work on-site at our **Mysuru, Karnataka, IN** location.
Private Equity Associate
Posted today
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Job Description
Position: Real Estate Private Equity Associate
Location: Remote (Preference for candidates based in India, Nigeria and Philippines)
Employment Type: Full-time (Remote)
Compensation: USD 2,000 per month
About the Role
We are seeking a highly motivated and detail-oriented Private Equity Associate with around 3 years of experience in private equity, investment banking, or financial advisory . The Associate will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies. This is a fully remote role, offering the opportunity to work closely with senior leadership on cross-border transactions and growth-oriented investments.
Key Responsibilities
- Investment Evaluation & Execution
- Build and maintain detailed financial models, valuations, and sensitivity analyses.
- Conduct comprehensive due diligence, including financial, operational, and market analysis.
- Support the structuring, negotiation, and execution of equity and debt investments.
- Portfolio Management
- Monitor portfolio company performance, prepare reports, and track KPIs.
- Identify and support value creation initiatives within portfolio companies.
- Deal Sourcing & Research
- Assist in sourcing new investment opportunities through market research, industry mapping, and networking.
- Prepare investment memoranda and presentations for the Investment Committee.
- Stakeholder Collaboration
- Coordinate with senior team members, advisors, and portfolio company management teams.
- Support investor relations through the preparation of reports and fundraising materials.
Qualifications & Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or MBA is a plus.
- 3+ years of experience in private equity, investment banking, or financial advisory.
- Strong financial modeling, valuation, and due diligence skills.
- Advanced Excel and PowerPoint skills; VBA/automation knowledge is a plus.
- Excellent analytical, communication, and problem-solving abilities.
- Ability to manage multiple projects in a fast-paced, dynamic environment.
- High integrity, ownership, and attention to detail.
- Experience in real estate or alternative asset investments is a strong plus.
What We Offer
- Remote work flexibility with preference for candidates based in India.
- Opportunity to gain hands-on experience in deal execution and portfolio management.
- Direct exposure to senior leadership and global investment strategies.
- Competitive compensation of USD 2,000 per month , plus performance-based incentives.
- Collaborative, entrepreneurial, and growth-focused culture.
Private Equity Fund Accountant
Posted 5 days ago
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Job Description
About company
ThoughtFocus helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better future faster. ThoughtFocus innovative and cutting-edge technology solutions enable its customers to deploy new capabilities faster, deliver better user experiences, and drive operating efficiencies. We do this through executional excellence and mitigating the risk of change. With headquarters in the U.S., the Company has more than 3,000 employees in locations spread across five countries. For more information, please visit the company website
Role Overview
This individual will oversee the financial reporting and accounting for private equity funds, ensuring accuracy and compliance with US GAAP and other standards. Key responsibilities include preparing financial statements, managing fund accounting, supporting valuations, coordinating audits, and ensuring regulatory compliance. The role also involves cash management, process improvement, and collaborating with various teams to provide timely financial information.
Key Responsibilities
- Fund Accounting: Oversee the accounting for multiple private equity funds, including maintaining the general ledger, recording journal entries, and reconciling accounts.
- Valuation Support: Assist in the valuation process of portfolio companies, ensuring accurate and timely updates to the financial records.
- Audit Coordination: Lead the preparation of audit workpapers and liaise with external auditors to ensure smooth and timely completion of audits.
- Compliance and Regulatory Reporting: Ensure compliance with all regulatory requirements and assist in the preparation of filings with regulatory bodies as needed.
- Cash Management: Monitor cash flows and liquidity positions for funds, ensuring adequate funding for operations and investment activities.
- Process Improvement: Identify opportunities for process improvements in financial reporting and accounting practices, and implement best practices to enhance efficiency and accuracy.
- Team Collaboration: Work closely with the investment team, legal team, and other stakeholders to ensure accurate and timely financial information is shared across the organization.
Qualifications
- Education: Master’s degree in accounting, Finance, or related field; CPA or equivalent certification preferred.
- Experience: 3-8 years of experience in accounting and financial reporting, with at least 2 years in private equity or alternative investments.
- Technical Skills: Strong knowledge of US GAAP, financial reporting, and private equity accounting principles; proficiency in accounting software and MS Excel.
- Soft Skills: Excellent analytical skills, attention to detail, and the ability to work under tight deadlines.
- Communication: Strong written and verbal communication skills, with the ability to effectively communicate complex financial information.
- Problem-Solving: Ability to think critically and provide solutions to complex accounting and financial reporting issues.
- Software : Has experience working with Investran
Working Conditions
- This position is primarily office-based,
- US/UK shift hours, with flexibility required to meet deadlines or address urgent issues.
Private Equity - SME /TL / TM
Posted 5 days ago
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Job Description
Hiring For Private Equity - SME /TL / TM
Location: Hyderabad
Timings: Us shift, Night shift, WFO
Qualification: B.Com, M.Com/MBA Finance, CA-Inter and CMA-Inter
Exp: 3 to 12years
Notice Period: Immediate joiner to 1Month
Position: SME/ TL/ TM
Package - SME :10 lpa
TL - 15 lpa
TM - 20lpa
Skills:
1. Private Equity (Preferred)Geneva/Investran , Fund Accounting ,Waterfall Calculation, Capital Markets , NAV Calculations, Management Fee, Hedge Fund accounting .
2. Private Equity Investor Reporting, Capital Calls, Distribution, Financial Statements etc
3. Private Equity/Credit Fund Accounting, PCAPs/Capital Calls/Distributions, Accruals, NAV Preparation/Recon and Reporting, Workpaper packages, Waterfall/ Management. Fees, Investor and Investment Accounting,
Interested candidates contact HR /
Tax Senior 1065 - Private Equity
Posted 5 days ago
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Job Description
Our Mission, Vision and Values
Mission: To make a positive impact on our clients, our people, and our communities
Vision : To elevate all experiences by caring more
Values : Do the right thing, Service to others, Mutual Respect, Always Getting Better, Quality
Job Summary
We are looking for a Tax Senior with partnership tax experience to work in our Alternative Investments and Private Equity Practice groups . This candidate will prepare and perform the technical review of partnership entities and related state filings. Tasks include the preparation of intermediate and complex level tax returns, reviewing basic engagements, as well as researching and consulting on tax matters. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.
Responsibilities
- Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions
- Continuously expanding Subchapter K knowledge and application, as well as overall professional development
- Perform complete and efficient technical reviews of pass-through entity tax returns
- Gather data from customer and/or third-party sources
- Perform basic tax research to support tax return positions
- Resolve all open items/issues encountered on assigned engagements
- Actively monitor engagement economics by managing budgets and seeking efficiencies
- Direct and control concurrent assignments to successful completion
- Develop and lead associates through engagements, delegate assignments and tasks when appropriate
- Provide honest, objective, and constructive feedback in timely manner to associates
- Collaborate to identify and sell opportunities among existing customers
- Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
- Active in recruitment of new and experienced associates
Requirements
- Bachelor’s degree or Master’s degree in accounting, finance, must
- Significant progress toward EA License or CPA certification, preferred
- Minimum 3 years of recent public accounting firm experience
- Experience working with partnership entities (Form 1065) and dealing with Subchapter K reporting matters
- Strong oral and written communication skills
- Effective analytical and problem-solving ability
- Strong time and work management skills
- Leadership and project/team management skills
- Knowledge of CCH Axcess is a requirement
- Knowledge of CaseWare is preferred but not required
Working Environment
While performing the duties of this Job, the employee is expected to work in our office.Flexibility is granted to employees to work remotely on an as-needed basis.
Position Type / Expected Billable Hours of Work
Full-time / 40 hours per week, with seasonal overtime as required.
Busy Season / Extended hours required, will scale up not to exceed 65 -70 hours per week.
Senior Financial Analyst - Investment Portfolio Management
Posted 8 days ago
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Job Description
Key Responsibilities:
- Conduct comprehensive financial analysis of investment opportunities, including market research, valuation, and risk assessment.
- Develop and maintain complex financial models to forecast financial performance and evaluate investment scenarios.
- Monitor and analyze the performance of existing investment portfolios, identifying trends and areas for improvement.
- Prepare detailed financial reports, presentations, and memos for senior management and investment committees.
- Provide insights and recommendations on asset allocation, risk mitigation, and portfolio optimization strategies.
- Collaborate with external fund managers and financial advisors to ensure alignment with investment objectives.
- Stay current with economic trends, market developments, and regulatory changes affecting the financial industry.
- Ensure compliance with all relevant financial regulations and internal policies.
- Assist in the budgeting and forecasting process for the investment division.
- Develop and implement financial controls and best practices.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly preferred.
- Minimum of 5 years of progressive experience in financial analysis, investment management, or a related role within the financial services industry.
- Proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, VBA, Bloomberg Terminal).
- Strong understanding of financial markets, investment products (equities, fixed income, alternatives), and portfolio management principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly.
- Proven ability to work independently and collaboratively in a fast-paced environment.
- Detail-oriented with a high degree of accuracy.
- Strong understanding of accounting principles and financial reporting.
- Experience with data visualization tools is a plus.
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Senior Financial Analyst - Investment Portfolio Management
Posted 10 days ago
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Job Description
Responsibilities:
- Conduct comprehensive financial analysis of potential investment opportunities.
- Develop detailed financial models, forecasts, and valuations.
- Monitor and analyze the performance of investment portfolios.
- Prepare regular performance reports and investment recommendations.
- Conduct market research and competitive analysis.
- Assess and quantify investment risks and develop mitigation strategies.
- Collaborate with research and trading teams to support investment decisions.
- Present financial insights and investment proposals to senior management.
- Ensure compliance with all relevant financial regulations and company policies.
- Stay current with market trends, economic developments, and investment strategies.
Qualifications:
- Master's degree in Finance, Economics, Accounting, or a related field.
- Professional certifications such as CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) are highly preferred.
- Minimum of 6 years of experience in financial analysis, investment management, or a related field.
- Proven expertise in financial modeling, data analysis, and valuation techniques.
- Strong understanding of financial markets, investment instruments, and portfolio theory.
- Proficiency in financial analysis software and tools (e.g., Excel, Bloomberg Terminal).
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and manage multiple projects simultaneously.
Private Equity Intelligence – News Junior Analyst
Posted 5 days ago
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Job Description
Who are we?
Gain.pro is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.
We serve 100% of MBB/Big-Four advisories, clients representing over $1 trillion of private capital and more than 70% of the top-20 global M&A houses – including blue chip firms such as Blackstone, Goldman Sachs and McKinsey. With an NPS of >80, we lead the market on customer satisfaction and strive for excellence in everything we do.
Operating globally with offices in Amsterdam, London, Frankfurt, Warsaw, Bangalore and (soon) New York, Gain.pro is one of Europe’s fastest growing businesses, recognized in the Deloitte Technology Fast 500 EMEA 2023 and the 8th edition of FT1000: Europe’s Fastest Growing Companies.
What will you do?
- Be an integral part of the founding team of a dedicated News function within the Private Equity Intelligence group of Gain.pro
- Monitor various financial news sources, company press releases and market data to identify new M&A transactions and ownership changes, focused on the US to begin with
- Track, research and validate M&A deals and ownership transactions, including VC fund raises, PE buyouts, strategic acquisitions etc.
- Accurately input and analyse deal information into Gain.pro platform, ensuring high data quality and consistency
- Conduct routine checks to ensure data accuracy and keep information updated in a timely manner
- Support strategic initiatives to improve workflow processes and efficiency
- Work in close coordination with experienced Private Equity Intelligence News Associates
Above all, you will join us on an exciting journey and will have the freedom to leave your personal note in a high-growth scale-up
What do you need to join us?
- Education - you have a Bachelor’s degree with a background in finance, economics, business or a quantitative field
- Internship experience or 6 months to 1 year of experience in news & research, with financial database platforms
- Investment enthusiasm , you showcase a strong interest in private equity and investment banking, and appreciate world-class investment research and in-depth analyses
- World-class communication skills
- Bias to action - you get a lot done with minimal effort
What do we offer?
- Opportunity to play a high-visibility role at a high-growth fintech scale-up with an international footprint
- Clear development path supported by lots of coaching and a feedback-driven approach
- Excellent and competitive base salary
- Annual bonus linked to your performance/ OKRs
- Attractive benefits including remote working allowance, learning & coaching benefits, etc.
- Fun working atmosphere with company-wide outings and events
- Above all: the opportunity to carve your signature in a fast-growing SaaS scale-up and be part of a team being built from scratch
- We are post product-market fit and aspiring unicorn status; this is the right time to come onboard and make that ride with us
Does this sound like a perfect match?
We are proud of our wonderful product and believe it has lots of potential. We are growing fast and having fun while building our platform and company. Does this sound like a team you would like to become a part of? Reach out – we are excited to get to know you and show you what we do!
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