Role Summary
The Implementation Associate supports the global deployment team in onboarding private equity and venture capital clients to the iLEVEL platform. This role involves analyzing financial reports, configuring software portals, and providing expert consulting to ensure optimal use of the PCM solution.
Job Description
As an Implementation Associate in the Private Markets Consulting team, you will manage the onboarding of Private Equity and Venture Capital clients to the iLEVEL platform. Collaborating with global Project Managers, you will customize 'Portfolio Monitoring and Reporting' services, interpret complex financial reports including valuations and fund analytics, and configure portals according to specific client needs. You will act as a Subject Matter Expert, ensuring high-quality results in a fast-paced environment while handling confidential data. The role requires a strong analytical mindset to design reporting solutions and the ability to facilitate client working sessions effectively.
Job Requirements
Graduation in Finance or equivalent Post Graduate Degree.
0 to 2 years of relevant experience in client-facing roles or project management.
Native or professional fluency in both Mandarin and English (written and verbal).
Advanced proficiency in Microsoft Excel functions.
Strong understanding of Capital Markets, Private Equity, and Financial Accounting.
Ability to interpret valuation reports, financial statements, and fund analytics.
Experience with IHS Markit proprietary software like iLEVEL or QVAL is an advantage.
Detail-oriented with a strong work ethic and ability to work under minimal supervision.
Quick Info
Company
—
Location
Penang
Salary
Undisclosed
Skills Required
10 skills
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Required Skills
Consulting
Mandarin
English
Microsoft Excel
Financial Analysis
Private Equity
Project Management
Ilevel
Capital Markets
Financial Reporting
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