Associate, Business Advisory Services (PMIR)

Ares Wealth Management Solutions

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 23 days ago
Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.Job DescriptionPRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIESThe Analyst/ Associate will assist Private Credit Portfolio Manager and Investor Reporting Specialist in EMEA and US region. The ideal candidate will be responsible for managing and optimizing our private credit portfolio, ensuring superior performance and risk management, as well as preparing and presenting detailed reports to our investors. This role requires a deep understanding of private credit markets, strong analytical skills, and the ability to collaborate with cross-functional teams.
  • Manage and oversee the performance and reporting of private credit investments.
  • Monitor and assess the financial health and performance of portfolio companies.
  • Maintain and update portfolio management systems and databases.
  • Take on ad-hoc projects and support all other teammates with their work as needed.
  • Build and edit marketing investor materials for co‐investment and funds.
  • Crafting & updating deal one pager and case studies.
  • Creating deal capital call notice and deal tear sheets and deal slides
  • Handling and updating deal pipeline information.
  • Other ad-hoc or periodical projects as per requirement.
QUALIFICATIONSEducation:
  • CFA or bachelor’s or master’s degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance.
Experience Required:
  • 3–7 years of experience
  • Working in an Investor relations or product specialist role (Private credit - preferred)
General Requirements:
  • Detail oriented
  • Experience with portfolio management systems or other relational tools.
  • Experience at alternate or global financial services firm
  • Self-starter, outstanding communication, and organizational skills.
  • Proficient in Excel and VBA (preferred)
  • Excellent oral and written communication skills and digital literacy
Reporting Relationships ControllerThere is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Ares Wealth Management Solutions