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Portfolio Monitoring

Apex Group Ltd

Apex Group Ltd

Posted on Wednesday, July 3, 2024


Employment Type (full time): Senior Associate / AVP

This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.

What we look for

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes.

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires.

Capturing/reviewing financials of private and public companies owned by Private Equity

Funds across globe with an ability to read/interpret/analyze financial statements and help

derive insights from it.

Creating/maintaining/producing different analytical monthly packs including ad-hoc

analysis for the client to support their investment decision making in the core area of


Coordinating with different teams to get the right information on time and communicating

on a constant basis with clients on the status of tasks.

Searching for, procuring, and processing information about global companies using

multiple methods, techniques, and sources.

Provide product demos to prospective and existing clients and assist in new business wins.

Skills Required

Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.

1 - 10 years of experience in relevant financial services experience incl. Management

Reporting or Operational Finance, preferably with research experience.

Strong research and analytical skills, including critical thinking and the ability to integrate

various sorts of data and information in the analysis.

Ability to work independently and delve into projects with a strong diligence and emphasis

on producing a high-quality work product.

Experience working independently, proactively identifying, or initiating ways to enhance a

process, procedure or outcome that benefits the organization.

Ability to prioritize a large and varied workload, managing multiple tasks and details


Ability to show initiative, willingness to learn and take on responsibilities as contributing

team member either in a lead or in a backup role to ensure team success.

Should be solutions focused and can work in unstructured environments under minimum

or no supervision.

Effective oral and written communication skills to clearly articulate analysis.

Advanced understanding of MS Excel, Word, and PowerPoint.

Team management and client management experience is mandatory for the AVP role.

What you will get in return

A genuinely unique opportunity to help support the development and delivery of a

pioneering product.

Significant day-to-day responsibility to contribute to the team and demonstrate your own


Learning opportunities across a variety of skills and topics.

Experience with a highly respected multinational organisation in the financial sector.

Make a meaningful contribution to the improvement of businesses, communities, and the

environment around the world.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering impressive results, please share your CV and cover letter.