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Portfolio Manager

3 weeks ago

Nashik, Maharashtra, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,20,00,000
Key Investment Opportunities

The primary responsibility of this role involves working closely with clients to understand their investment requirements in the structured finance space.

Key Responsibilities:

  • Onboard the client's investment portfolio by reviewing and interpreting legal agreements, understanding the servicer or trustees' reporting
  • Work closely with the clients in supporting them for risk and exposure monitoring of the transactions
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests and Borrowing Base calculations and other key metrics/tests
  • Assist/lead the daily operations of the various workstreams and ensure all deliverables are accurate and timely
  • Liaise with the Business Analyst and Implementation team to ensure that the data and logic on our proprietary platforms are accurate
  • Mentor and guide freshers of the team to improve the overall learning curve
  • Provide enhanced surveillance to the clients on their portfolios and share critical aspects concerning overall performance proactively
  • Assist in standardising and streamlining processes to increase efficiencies and setting up SOPs and processes around deliverables

Required Experience/Skill Set:

  • Broad understanding of Structured Finance products/corporate credit landscape/ABL/CLO/Middle Market Portfolio Financing
  • In-depth understanding of core financial and accounting concepts
  • Proficiency in financial modelling using MS Excel
  • Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva
  • Ability to work independently and collaboratively as part of a team in a fast-paced environment
  • Strong communication skills - written, verbal and interpersonal
  • Ability to work well under pressure to meet strict and aggressive deadlines
  • Desired candidate must have graduated with an MBA or advanced degree in finance like CFA, CAIA and FRM
  • Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm or Financial Advisory firm