Manager - Consulting Risk - Core Portfolio Management - Private Markets - Mumbai

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. 

The opportunity : Manager - Consulting Risk – Core Portfolio Management – Private Markets - Mumbai

AMI :

The Advanced Manufacturing, Mobility & Infrastructure (AMI) Industry Market contains the following industries: Aerospace and Defence, Chemicals, Infrastructure, Industrial Products, Automotive, and Transportation that includes Mobility-as-a-Service. We help our clients to address the rapidly changing needs of our business world on not only how goods and services are bought and sold, but also on how they are devised and created. AMI builds and shares resources across sectors facing common challenges and aims to drive more effective cross-sector collaboration while enabling greater resource-pooling and developing more cohesive market responses. AMI also presents an opportunity to link regional sector communities with a more robust, global priority sector infrastructure.

CNS - Risk - Process & Controls :

EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. 

We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organization's ability to meet its future business strategy and objectives. The 3 key fields of play are :

Enterprise Risk - helps clients identify and address key risk areas, while building the agility to respond quickly. The areas of focus include Enterprise risk and resilience, Internal audit, Compliance and Internal controls

Technology Risk - helps clients to achieve sustainable growth by supporting their efforts to protect their business performance and by providing trusted communications on internal control and regulatory compliance to investors, management, regulators, customers and other stakeholders. EY teams accomplish this by assessing the technology risks that are introduced to businesses.

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.

Your key responsibilities

Technical Excellence

Your key responsibilities

Technical Excellence

1.Portfolio strategy and oversight

• Support the ongoing construction and optimization of globally diversified private markets portfolios tailored to the liquidity and return profile of each fund. This should include both allocations to new investments and active portfolio sales process as appropriate.
• Develop and refine strategic asset allocation frameworks that balance both short-term and long-term performance targets against liquidity constraints and investor objectives. Create strategic recommendations for the target allocation to each investment type. Create recommendations for investment pacing targets.
• Monitor portfolio exposures (by geography, strategy, vintage, sector) and proactively manage risk concentrations.
• Investment decision-making
• Collaborate with underlying investment teams to evaluate primary, secondary, and co-investment opportunities within the context of each Pantheon fund structure. Support each fund’s Investment Team lead in making the required deal triage and selection recommendations.
• Liquidity and Balance Sheet management
• Maintain robust short- and long-term cash flow and performance forecasts using detailed fund and investment modelling, working in conjunction with fund raising colleagues to maintain the latest investor cash flow expectations for deployment planning purposes.

2. Performance monitoring and reporting

• Produce high-quality investment committee and Board materials covering portfolio construction, performance attribution, risk metrics, and macro commentary.
• Act as the Investment team point of contact for each Pantheon fund covering the valuation oversight process, interfacing with internal valuation committees and administrators as needed.
• Support the creation of investor-facing materials, working in conjunction with Investor Relations.
• Client support
• Support investor relations teams in client and prospect query responses on behalf of the Investment Team. Perform analysis as required to create high quality responses
• Curate content for portfolio review materials for client meetings
• Local support for wider Private Markets Core PM team
• Act as the primary local support for the Global Private Market Investment teams, supporting in resolving a wide range of issues as appropriate. This will require liaison with various internal and external teams.
• Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

Skills and attributes

To qualify for the role you must have

Skills and attributes

To qualify for the role you must have

• 5+  years’ experience in Private Equity OR Private Credit OR Infrastructure, preferably with some exposure to secondaries investing. CFA qualification would have an advantage.
• Demonstrated experience in portfolio construction and management of complex private asset portfolios
• Strong familiarity with liquidity modelling, NAV forecasting, and performance attribution in a long-term illiquid investment context.
• Skills & Competencies
• Exceptional financial modelling and analytical skills, including proficiency with cash flow forecasting tools and Excel-based scenario modelling.
• High degree of investment judgment and risk management orientation.
• Clear and confident communicator, capable of engaging senior stakeholders, including Boards
• Strong presentation and writing skills for both technical and non-technical audiences.
• Deep understanding of private fund terms, reporting standards, and performance metrics (e.g., IRR, TVPI, DPI).
•  
• Personal Attributes
• Commercially minded and strategic thinker with attention to operational detail.
• Collaborative and team-oriented, with leadership skills and mentoring experience.
• Professional presence and credibility with institutional investors and internal stakeholders
• High level of integrity and a commitment to fiduciary responsibility.
•  

What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. 

What we offer

EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.