Overview
Lead Specialist in Investments (Private Markets Analytics, Manager Research) supporting investment decision-making through data reporting and analytics for the private markets research team, from an investment due diligence perspective.
What you'll do
- Maintain entries on DealCloud (database).
- Pull files from GP Datarooms for strategy review.
- Support Investment Due Diligence (IDD) execution by reviewing materials for completeness and consistency against IDD checklists.
- Extract, clean, and standardize strategy, portfolio, and performance data.
- Perform analytics on track record, portfolio exposures, benchmarks, and peer comparisons.
- Conduct portfolio look-through support using underlying investment data where available.
- Support the operational workflow for manager reviews, re-ups, and ad hoc diligence requests.
- Maintain documentation, version control, and audit trail for diligence workflows.
What you'll need
- Minimum 12 months experience as Lead Specialist (D1) / Senior Specialist (C2).
- At least "On-Track" or equivalent rating in last appraisal.
- Not under any Performance Counselling Plan and no official disciplinary action within the last 3 months.
- Not applied for any other IJP in the last 3 months.
- Broader understanding of the different sub-asset classes within private markets.
- Strong analytical skills and ability to undertake complex data-driven projects.
- Previous experience in investment analysis or quantitative research.
- Ability to work with large datasets and perform analytics.
- Proficient in Microsoft Excel and PowerPoint.
- Excellent attention to detail and organizational skills.
- Strong communication skills to present complex data clearly.
- Ability to work collaboratively in a fast-paced environment.
Nice to have
- CFA/CAIA charter holder and/or progress towards CFA/CAIA at advanced levels.
- Familiarity with investment strategies and analytical tools.
- Proactive problem-solving attitude and intellectual curiosity.
Details
- Location: Gurugram (DLF Building); the posting also lists Gurgaon/Noida.
- Hybrid role: at least three days per week in the office.
- Last date to apply: 27th October 2026.
- Number of positions: 1.
Read the full description and apply on the company’s own careers page.