Analyst - Portfolio Governance & MIS

MANDATORY REQUIREMENTS: - Chartered Accountant (CA), preferably cleared in the 1st or 2nd attempt, with 4 - 6 years of post-qualification experience. - Strong hands-on experience in MIS reporting, financial analysis, dashboards and company performance monitoring. - Exposure to statutory audit and/or internal audit, with an understanding of financial controls, governance and risk management. - Big 4 experience preferred, particularly candidates combining strong MIS expertise with statutory audit exposure. Prior PE/VC or portfolio company experience is an added advantage. ABOUT THE CLIENT: A leading India-focused private equity investment platform with a strong track record of partnering with high-growth businesses across diverse sectors. The firm focuses on long-term value creation through strategic investments and active portfolio management. JOB ROLES & RESPONSIBILITIES: MIS & Portfolio Performance Monitoring: - Review monthly and quarterly MIS reporting packs across portfolio companies, monitor the firm's MIS tool and prepare dashboards for internal reviews. - Standardise reporting frameworks, dashboards and reporting cadence across portfolio companies, leveraging technology and automation. - Analyse financial and operational performance, including revenue, margins, working capital and sector-specific metrics, to identify trends, performance gaps and emerging risks. - Evaluate P&L, Balance Sheet and cash flows to provide actionable insights on business performance and financial health. Governance, Audit & Risk Management: - Review governance assessments across portfolio companies, validate findings and coordinate with management on control remediation and risk prioritisation. - Oversee internal audit coverage, auditor selection, execution, closure of findings and reporting to the Audit Committee. - Evaluate the design and operating effectiveness of Internal Financial Controls (IFC) and identify material weaknesses. - Support portfolio companies in strengthening risk management frameworks, defining mitigation plans and improving financial discipline. - Coordinate with statutory auditors and portfolio company Finance Heads to ensure timely completion of annual audits, clean audit reports and limited reviews, as applicable. - Conduct special assignments and support fraud or whistleblower investigations, where required. - Advise portfolio company management on governance, reporting quality and best practices, facilitating knowledge-sharing across the portfolio. Due Diligence: - Support the Deals Team in financial and operational due diligence for new investment opportunities and add-on acquisitions, identifying key findings and red flags for internal review. QUALIFICATION & EXPERIENCE: - Chartered Accountant with 4 - 6 years of relevant post-qualification experience. - Strong MIS and financial reporting experience is essential; statutory audit and/or internal audit exposure is highly desirable. - Prior exposure to private equity, investments or portfolio company monitoring is an added advantage. - Strong analytical skills and the ability to work with portfolio company management and multiple stakeholders. OTHER DETAILS: Reporting To: HOD Industry Target: PE/VC Work Model Arrangement: Onsite