Investment Risk Specialist

7 hours ago

Surat, Gujarat, India beBeeFinance Full time ₹ 90,00,000 - ₹ 1,50,00,000
Job Description">

The primary responsibility of this role would involve working closely with clients to understand their requirements for investment deals in the structured finance space. The individual will play a pivotal part in onboarding, monitoring and other aspects of risk management as required for our institutional clients. This person would be involved in researching and reviewing various financial and legal agreements, as well as monitoring and reporting key metrics of various investments.

Key Responsibilities:

  • Onboard the client's investment portfolio by reviewing and interpreting legal agreements, understanding the servicer or trustees' reporting
  • Work closely with 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 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 Skills & Qualifications

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 / 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, preferably

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