Financial Spreading/ Covenant Monitoring

1 week ago


Gurgaon, Haryana, India Acuity Knowledge Partners Full time

Role & responsibilities:

  • Scouting candidates for Financial Spreading, Covenant monitoring & Testing and Quality check.
  • Analyzing and spreading the financial statements in Moody's Risk Analyst (MRA) / Creditlens / client customized templates.
  • Analysis of financial statements including Income statement, Balance Sheet & cash flow of public & private companies for the credit appraisal process.
  • Going through the supplementary schedules, notes and MD&A for the detailed breakups and adjustments.
  • Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures.
  • Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios and other financial metrics.
  • Screening the credit agreements and analyzing the financial covenants applicable to the borrower.
  • Monitor Covenant compliance and reporting.
  • Conduct detailed quality checks of client deliverables.
  • Managing capacity, efficiency and accuracy of the process.

The candidate should possess:

  • Reasonable knowledge of the banking processes related to commercial lending, especially corporate loans.
  • Responsible for delivering 100% quality, meeting strict deadlines and ability to work under pressure.
  • Key Competencies: MBA (Finance) / CA (CPA equivalent) / CFA.
  • Experience of 2-7 years in spreading.
  • Proven track record of process handling and client management.
  • Proficient in Advanced MS Excel.
  • Prior experience of working on Moody's Risk Analyst (MRA) is preferred.
  • Excellent written and spoken communication skills.

Associate Location:
Gurgaon (Work from office)

Notice Period:
Immediate days



  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Scouting candidates for Financial Spreading, Covenant monitoring & Testing and Quality check Role & responsibilities Analyzing and spreading the financial statements in Moody's Risk Analyst (MRA) / Creditlens / client customized templates Analysis of financial statements including Income statement, Balance Sheet & cash flow of public & private companies...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Scouting candidates for Financial Spreading, Covenant monitoring & Testing and Quality checkRole & responsibilitiesAnalyzing and spreading the financial statements in Moody's Risk Analyst (MRA) / Creditlens / client customized templatesAnalysis of financial statements including Income statement, Balance Sheet & cash flow of public & private companies for the...

  • Financial Spreading

    1 week ago


    Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    OpportunityAcuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Lending Services team based in Gurgaon.Notice Period: Immediate Joiners/30 Days all can be considered for these rolesInterested candidates can directly mail the resume to Key Responsibilities Spreading the...

  • Financial Spreading

    1 week ago


    Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    OpportunityAcuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Lending Services team based in Gurgaon.Notice Period: Immediate Joiners/30 Days all can be considered for these rolesInterested candidates can directly mail the resume toKey ResponsibilitiesSpreading the...


  • Gurgaon, Haryana, India Michael Page Full time

    To work with one the world's leading organization Career growth opportunity About Our Client Fintech firm providing integrated portfolio management and technology solutions to financial institutions globally within the alternative investments landscape. Thier clients include leading investment banks, private equity firms and structured credit...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    To complete the financial analysis and projection modelling for ongoing monitoring of the high yield loans for Cyprus based bank. Very strong fundamental and technical knowledge of corporate (preferably European corporates) financial statement analysis Analyzing and spreading the historical financial statements in excel Analysis of financial statements...


  • Gurgaon, Haryana, India Oxane Partners Limited Full time

    Company Description Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Founded in 2013...

  • Senior Associate

    1 week ago


    Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Supporting a US based PE firm in portfolio monitoringPeriodic update of valuation models for financials, performance commentary, key covenant etc.Quarterly valuation of portfolio companies includes trading and transaction comparable, DCF, WACC analysis, performance commentary updates etc.Detailed Capital Structure and tranche level debt analysisEBITDA...

  • Senior Analyst

    1 week ago


    Gurgaon, Haryana, India Evalueserve Full time

    •Managing a team of 10-15 members in lendingservices domain which includes processes like financials spreading (PL, BS andCF) on excel based model or lending platform along with key credit metricscalculation, performing PD/LGD spreading on risk rating platforms (Quantitative& Qualitative Parameters), covenant monitoring, preparation of Creditwrite-ups,...

  • Financial Modelling

    1 week ago


    Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Senior Associate/Delivery Lead BangaloreWe are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European client ensuring we fulfil the applicable SLA's.Key Responsibilities (Financial Modelling/), 0-60 days notice preferredCredit Review/ LBO ModelingAnalyzing and...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Acuity Knowledge Partners is looking for an individual to play a key role in supporting a Private Equity client across fund & portfolio monitoring. The professional will be closely working as an extended team member for a private equity client and will assist on portfolio monitoring, financial statements, and cash flow analysis.Key ResponsibilitiesUpdating...


  • Gurgaon, Haryana, India Evalueserve Full time

    Elevate Your Impact Through Innovation and LearningEvalueserve is a global leader in providing innovative solutions to a varied client base, which includes more than 30% of Fortune 500 companies. With a presence in over 45 countries across five continents, we excel in utilizing cutting-edge technology, artificial intelligence, and unmatched subject matter...

  • Private Credit

    1 week ago


    Gurgaon, Haryana, India Evalueserve Full time

    We'll trust you to: Spread financials (PL, BS, and CF) on excel based model or lending platform along with key credit metrics calculation. Identify Key performance indicators and report as part of the credit review process. Calculate covenants in line with facility agreements and provide a detailed rationale for covenant Met/Breach results. Perform...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Senior Associate/Delivery Lead BangaloreWe are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European client ensuring we fulfil the applicable SLA's.Key Responsibilities (Financial Modelling/), 0-60 days notice preferredCredit Review/ LBO Modeling Analyzing and...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Key ResponsibilitiesThe candidate should possess a reasonable knowledge of the processes related to the credit appraisal ofFinance (Fund Finance) / Structured Finance and that of monitoring such loans on a continuous basis.Preparing credit reports (annual/quarterly reviews) by including profile of the counterparty, key rating considerations, credit risk...


  • Gurgaon, Haryana, India Acuity Knowledge Partners Full time

    Key Responsibilities:Updating and managing portfolio details of various private equity / credit / real estate & infra funds.Updating and analysing portfolio companies financial, valuation and operational KPIsSpreading portfolio company financial data as per the pre-defined standardsQuality checking of the output sheet and trend analysis to verify outliers as...


  • Gurgaon, Haryana, India Evalueserve Full time

    Elevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies.We have 4,500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also...

  • Private Banking Sa

    1 week ago


    Gurgaon, Haryana, India Evalueserve Full time

    Elevate Your Impact Through Innovation and LearningEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies.We have 4,500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also...


  • Gurgaon, Haryana, India Ameriprise Financial Full time

    This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance....


  • Gurgaon, Haryana, India Evalueserve Full time

    Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative solutions to clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries, we excel in leveraging technology, artificial intelligence, and subject matter expertise to enhance clients' business impact and...