Financial Analyst- Portfolio Monitoring Specialist

1 day ago

Bikaner, Rajasthan, India beBeePortfolioManager Full time ₹ 60,00,000 - ₹ 1,40,00,000

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research.

  • You will work with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers to cater to 8 of the top 10 global banks.

The selected candidate will join the Private Credit team at Evalueserve supporting portfolio managers of a private equity firm in the portfolio monitoring process.

Responsibilities
  • Involve in financial spreading on an Excel-based model or a lending platform, along with key credit metrics calculation.
  • Identify key performance indicators and create reports for the credit review process.
  • Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results.
  • Perform reviews and populate associated templates.
  • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios).
  • Verify / calculate compliance against a threshold.
  • Provide ad hoc support to portfolio managers.
  • Mentor and train new joiners and act as an SME for other team members.
Requirements
  • Masters degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a similar profile.
  • Strong accounting and financial skills.
  • Eye for detail and ability to identify and solve issues effectively on time.
  • Good MS Office skills.
  • Excellent interpersonal skills and ability to build a strong team culture.

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