Monitoring Associate

1 week ago


India UC Inclusive Credit(UCIC) Full time

About us:

UC Inclusive Credit Pvt. Ltd. (UCIC) is an exciting, start-up, impact focused RBI registered Non

  • Banking Financial Company (NBFC) (Non deposit accepting and Systemically Important) based
in Bangalore. We extend loans (debt) to enterprises that strive to have positive social and/or

environmental impact, in a responsible, transparent, and sustainable manner. We use a variety

of debt instruments and structures to achieve this. As a domestic debt provider, we lend to fast

growing impact enterprises with strong promoters and management team and well supported by

reputed institutional and individual investors and large commercial banks and financial

institutions. We lend to enterprises engaged in various sectors viz. Food & Agriculture, Financial

Inclusion, Healthcare, Clean Energy, Education, Affordable Housing etc., India.

Position:

Monitoring Associate

Position Location:

Bangalore

Reporting Relationship:

The monitoring associate will be part of the corporate monitoring team, reporting to the Head of

Monitoring.

Primary Responsibilities:

  • Manage and conduct end to end monitoring of portfolio companies from field visit, head
office visit in respect of clients, data analysis, covenant compliance tracking, preparation

of monitoring notes and presentation to the monitoring committee.

  • Research and analyze industry, economic, market, and regulatory data. Conduct sector
and business model evaluation; identify key factors in the industry

  • Analyze company financial statements; Create financial models for client companies.
  • Analyze and monitor portfolio companies' performance and compare performance
against peers and industry benchmarks.

  • Lead the efforts of the monitoring team for proposal's assessment during monitoring
visits.

  • Gather and analyze data from various sources primary as well as secondary research.
  • Collaborate with the investment team for including monitoring notes in the loan
proposals note for portfolio companies and with compliance/internal audit teams in

respect of compliance status of key covenants by portfolio entities.

  • Preparation of presentations or marketing materials for use in client coverage, business
development activities, conferences, etc.

  • Ability to commit % of work time to travel within India.
  • Maintain strong relations with clients and the lender community.
  • Help in implementation and operationalizing of Loan Monitoring System and other IT
based systems.

Requirements:

  • Strong desire to work hard.
  • Preferably 3 to 5 years of relevant experience in NBFC, commercial bank or debt fund
(AIFs)

  • Well versed with Excel and PowerPoint Skills
  • Strong understanding of accounting and finance.
  • Ability to build financial models and make presentations.
  • CA, CMA, CFA, MBA, or M. Com with a major in Finance or Economics (or equivalent
degree) is desirable.

  • Good interpersonal communication skills (verbal, written and listening)
dynamic, entrepreneurial, and driven culture, and have a passion for making a difference.

If the above position is of interest to you, please submit a resume and cover letter explaining

The position is open until filled. UCIC is an equal-opportunity employer.
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