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Portfolio Monitoring Specialist
2 weeks ago
About Corporate and Investment Banking (CIB)
We are a global leader in knowledge processes, research, and analytics, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.
Job OverviewWe cater to 8 of the top 10 global banks, supporting their product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.
Key Responsibilities:- Financial analysis and key credit metrics calculation on Excel-based models or lending platforms
- Identifying and creating reports for key performance indicators in the credit review process
- Calculating covenant compliance in line with facility agreements and providing detailed rationales for covenant Met/Breach results
- Conducting annual, quarterly, and monthly reviews and populating associated templates
- SWOT analysis and financial forecasting
- Covenant performance verification and compliance checks against thresholds
- Collateral analysis and ad-hoc support to portfolio managers
- Mentoring and training junior team members and acting as SME for other team members
- Performance management and development of junior team members
- Handling client calls and periodic communication
- Masters degree in finance, economics, or accounting from a reputable institution with 2+ years of experience in a similar profile
- Strong accounting and financial skills
- Attention to detail and ability to identify and solve issues effectively
- Good MS Office skills
- Excellent interpersonal skills and ability to build a strong team culture
- Task completion on time and active listening skills