Investment Analytics Senior Associate.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
SYMPHONI HR is partnering with a leading global financial services organisation in the banking sector with a large-scale, multi-strategy investment platform. The organisation combines institutional rigour with a collaborative, performance-driven culture. This opportunity sits within its investment analytics function serving private markets strategies.
About the role.
The Investment Analytics Senior Associate will focus primarily on private credit, analysing investment performance, portfolio company financials, private credit instruments and fund-level data. You will deliver analytical insights to investment and portfolio management teams to support investment decisions, performance assessment and portfolio monitoring. The role also carries oversight of an analytics team supporting private equity and infrastructure strategies.
What you will do.
- Analyse investment performance, portfolio company financials and private credit instruments
- Evaluate fund-level data and private market fund performance
- Identify risks and early signs of deterioration in investment returns
- Provide analytical insights to investment and portfolio management teams to support decision-making
- Draw meaningful conclusions from large and imperfect datasets
- Oversee the investment analytics team across private equity and infrastructure strategies
- Independently own deliverables from analysis through to stakeholder communication
What you bring.
- 8-12 years of experience in financial analysis, investment analytics or a related field
- Strong interpretation of balance sheets, P&L and cash flow statements
- Working knowledge of private markets and private credit fundamentals, including direct lending, unitranche, first and second lien, mezzanine, asset-backed lending and credit secondaries
- Understanding of investment and portfolio analysis, returns and performance metrics
- Advanced Excel proficiency (mandatory) and strong data analysis capability
- Strong analytical rigour, communication and stakeholder management skills
- MBA expected; CFA strongly preferred; CAIA an advantage; CA considered subject to hiring manager confirmation
- Financial modelling experience and proficiency in SQL, Python, Power BI or Tableau are strong advantages
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