Rohit Agarwal Email and Phone Number
Rohit Agarwal work email
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Rohit Agarwal personal email
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Head Private Equity-Portfolio Monitoring & LP Reporting accounts. Rich experience of providing oversight across multiple facets of private equity including Portfolio management on leading PM tools such as iLevel, eFront, FolioSure etc. Limited Partner reporting, company revaluation, cash flow analysis, NAV & Capital Account Statement analysis.Expertise across the following:- Limited Partner Reporting- Portfolio and Performance Monitoring- PE tools - iLevel, eFront, Foliosure, Dynamo, Burgiss- Investment Due diligence- NAV ReconciliationPosses robust subject knowledge along with strong team handling and client management capabilities. Experience of setting-up 50+ client accounts for private equity General Partner and Limited Partner clients starting from pilot phase which include understanding the client templates/requirements and delivering the projects with highest quality standard and value addition.Helped several global PE clients in transferring the complete historical and current portfolio data from legacy system to cloud base PE tools.Experience of transferring PE knowledge into Technology: Along with tech team created PE portfolio monitoring tool from scratch which is equally relevant for GPs and LPs in reporting PE data.
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Gurugram (India) Lead, Portfolio Data OperationsKkrGurugram, Hr, In -
Associate Director, Private Equity & Venture CapitalAcuity Knowledge Partners Apr 2022 - Jul 2024London, United Kingdom, Gb- More than 15 years of rich experience in leading portfolio monitoring & reporting processes for leading Private Equity & Fund of Funds across the globe- Robust knowledge of implementing various technology tools for bringing cost & efficiency gain in overall portfolio monitoring & LP reporting processes- Excellent client relationship management and communication skills- Devising and executing client pitching strategies- Leading BD client calls and meetings along offshore team- Thorough understanding of end-to-end portfolio/fund level data migration from proprietary tools or excel based models to latest technology tools including iLevel, eFront, Burgiss etc. with full accuracy & consistency- Collaborated and guided tech team to develop inhouse portfolio monitoring & reporting tool- Assist Private Asset clients throughout their data operations journey starting from data collection, transition, validation and report generation- Thorough understanding of all aspects of private equity data operations starting from fund financial statements, investor accounts, fund/portfolio cash flows etc. and making best use of data to generate meaningful analytics- Collaborate with multiple client's teams such as deal, monitoring & finance teams to collate portfolio performance data and fund-related information- Assist clients in updating investor presentations and producing quarterly reports- Expertise in understanding bespoke Limited Partners reporting templates (including ILPA, Databridge etc.) and updating them on periodical basis with most relevant & updated performance information- Thorough understanding of NAV analysis / reconciliation, leverage analysis and operational monitoring for real estate and infrastructure funds- Experience of revaluing over 1,000 PE portfolio companies using trading/transaction comps and industry multiples -
Assistant Director, Private Equity & Venture CapitalAcuity Knowledge Partners Jan 2019 - Apr 2022London, United Kingdom, Gb -
Avp, Private Equity & Venture CapitalMoody'S Analytics Knowledge Services Aug 2013 - Dec 2018London, Gb- Heading more than 30 private equity & fund of funds client accounts and converting the pilots- Setting up client engagements and team from scratch and taking responsibility of high quality project deliverables and communication- Attending fortnightly governance calls with existing clients to build relationship and ensuring team feedback -
Senior Associate, Private EquityCopal Amba (A Moody'S Analytics Company) Jan 2009 - Jul 2013- Assisted one of the world’s leading private equity fund of funds group across fund due diligence, portfolio monitoring, investor reporting and business development processes.- Gained robust knowledge in preparing detailed investment due diligence documents including various analytics such as track record performance, attribution analysis, cash flow modelling and revaluation analysis.- Deep understanding in preparing business development presentations covering fund raising, fund investment and exit scenarios. -
Senior Analyst, Investment BankingCopal Partners Nov 2007 - Dec 2008- Assisted more than 5 investment banking clients across thematic industry reports, trading / transaction comps, deal sourcing and company profiles.- Gained expertise on multiple industry databases including Capital IQ, Bloomberg, Factiva, Thomson Reuters.
Rohit Agarwal Skills
Rohit Agarwal Education Details
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Indian Institute Of Management, LucknowStrategic Finance -
Ibs GurgaonFinance -
Motivational PathwayE&C
Frequently Asked Questions about Rohit Agarwal
What company does Rohit Agarwal work for?
Rohit Agarwal works for Kkr
What is Rohit Agarwal's role at the current company?
Rohit Agarwal's current role is Gurugram (India) Lead, Portfolio Data Operations.
What is Rohit Agarwal's email address?
Rohit Agarwal's email address is ro****@****ail.com
What schools did Rohit Agarwal attend?
Rohit Agarwal attended Indian Institute Of Management, Lucknow, Ibs Gurgaon, Motivational Pathway.
What skills is Rohit Agarwal known for?
Rohit Agarwal has skills like Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Corporate Finance, Business Analysis, Management, Business Development, Private Equity, Investment Banking, Microsoft Excel, Investments.
Who are Rohit Agarwal's colleagues?
Rohit Agarwal's colleagues are Bill Janetschek, Lux Lee, Rizul Makkar, Michael Mckevitt, Jayda Newman, Ryan Conrad, Alex Helgans.
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