Analyst, Private Equity Operations

Job Description

Department: Operations

Employment Type: Permanent – Full Time

Location: Bangalore

Reporting To: Senior Associate, Operations

Description

As a FAIR Administrative Analyst within the FAIR team, you will be part of a high impact team focused on delivering exceptional service to our clients. Reporting into an Associate, you will be responsible for monitoring client inboxes, downloading key financial documents, updating team trackers, and providing key internal stakeholders with status updates.

You will be responsible for the timely completion of workflow tickets in line with client and internal SLAs / KPIs (service level agreements / Key performance indicators). You will interact with third parties in order to establish access and identify and obtain financial reporting required for Colmore’s downstream processes. You will engage with internal business stakeholders to effectively manage deliverables and continuously improve client experiences.

You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organisation. As a Client Support Analyst, you will have the ability to add value across the FAIR team and within the Colmore family, enabling you to gain a deep perspective and awareness of the wider business. People are at core of all that we do, based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression.

What You’ll Be Doing

  • Daily monitoring of the organization’s Client Support workflow system; JIRA, executing the appropriate actions for each ticket received in accordance with the agreed procedures and defined Service Level terms for each Client
  • Communicating with key internal stakeholders about the status of the project, proactively flagging any potential roadblocks.
  • Accurate tracking of the receipt and execution of all requests into the Client Support or Client Relations inboxes.
  • Retrieval of all necessary documentation from Fund Manager Web Portals
  • Maintaining Fund Manager contact details in the internal system
  • Ensure the quality and integrity of the data on the system is maintained
  • Follow standard communication procedures to retrieve key information from external parties (GPs)

What You’ll Bring To Us

  • Expertise with Microsoft Office Suite (Outlook, Word, Excel, etc.)
  • 1-2 years of experience as an administrative professional preferred, but not required
  • Experience with Jira or similar ticketing software, along with experience with online document databases preferred
  • Ability to work accurately under pressure and meet client deadlines while operating in a complex and fast paced environments across multiple time zones
  • Demonstrate strong organizational and communication skills through updating tickets and trackers in real time and communicating with key stakeholders timely.
  • Strong English written and verbal communication skills
  • Able to proactively manage workloads by looking ahead to future work, assisting team members, and collaborating with team leads to stay ahead of busy periods
  • Hybrid working – minimum of two days per week in the Bangalore office, three days working from home

Why join us?

About Us

You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Our Culture

We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We’re building and growing our learning programs, frameworks and tools to help people thrive and it’s an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.

Equal opportunities

Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.