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Investment Operations Specialist
3 weeks ago
We are seeking a skilled professional to join our team as an Investment Operations Specialist. The successful candidate will work closely with clients to understand their requirements for investment deals in the structured finance space.
The primary responsibility would involve onboarding, monitoring and other aspects of risk monitoring as required for our institutional clients. This includes researching and going through various financial and legal agreements, as well as monitoring and reporting key metrics of various investments.
Key Responsibilities:
- Onboarding: Onboard the client's investment portfolio by reviewing and interpreting legal agreements, understanding the servicer or trustees' reporting
- Risk Monitoring: Work closely with the clients in supporting them for risk and exposure monitoring of the transactions
- Covenant Management: Calculating and monitoring covenants, concentration limits, eligibility criteria, concentration tests and Borrowing Base calculations and other key metrics/tests
- Daily Operations: Assist/lead the daily operations of the various workstreams and ensure all deliverables are accurate and timely
- Platform Management: Liaise with the Business Analyst and Implementation team to ensure that the data and logic on our proprietary platforms are accurate
- Mentorship: Mentor and guide the freshers of the team to improve the overall learning curve
- Surveillance: Provide enhanced surveillance to the clients on their portfolios and share critical aspects concerning overall performance proactively
- Process Improvement: Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS and processes around deliverables
Required Skills and Qualifications
We are looking for candidates with a broad understanding of the Structured Finance products/corporate credit landscape/ABL/CLO/Middle Market Portfolio Financing. Additionally, we require an in-depth understanding of core financial and accounting concepts, proficiency in financial modelling using MS Excel, and knowledge of various financial databases including Bloomberg, Capital IQ, Factiva.
Desired Candidate Profile:
- Broad understanding of the 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
- Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm or Financial Advisory firm
