Senior Portfolio Monitoring Lead

21 hours ago

Cochin, Kerala, India beBeePortfolio Full time ₹ 12,09,600 - ₹ 24,12,000
About This Role

We seek an experienced professional to join our global team of knowledge process specialists. As a senior analyst, you will be responsible for leading portfolio monitoring efforts.

  • Develop and implement financial analysis models, leveraging historical and forecasted data, operating ratios, leverage ratios, and liquidity ratios.
  • Analyze covenant performance in accordance with facility agreements and provide detailed rationale for results.
  • Conduct regular reviews and populate associated templates.
  • Identify key performance indicators and create reports for the credit review process.

Main Responsibilities

  • Prepare financial spreadsheets on Excel-based models or lending platforms.
  • Analyze collateral and verify compliance against thresholds.
  • Provide ad hoc support to portfolio managers, including mentorship and training new team members.
  • Assist with project management and client communication.

Requirements

  • Masters degree in finance, economics, or accounting from a reputable institution.
  • Strong accounting and financial skills, attention to detail, and problem-solving ability.
  • Excellent MS Office skills and strong interpersonal skills, with the ability to build a cohesive team culture.

Note

The job description serves as an informative reference for tasks that may be required, subject to modifications aligning with evolving circumstances.

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