
Senior Portfolio Monitoring Professional
1 week ago
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, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to eight of the top ten global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.
What you will be doing at Evalueserve-
The selected candidate will join the Private Credit team at Evalueserve that supports portfolio managers of a private equity firm in the portfolio monitoring process.
- Involve in financial spreading (PL, BS, and CF) 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 annual, quarterly, and monthly reviews and populate associated templates
- Business Overview
- SWOT analysis
- Conduct financial analysis historical and forecast, as well as operating, leverage, and liquidity ratios
- Covenant performance
- Verify calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
- Collateral analysis
- Provide ad hoc support to portfolio managers
- Mentor and train new joiners and act as an SME for other team members
- Manage the performance and development of junior team members
- Handle client calls and periodic communication
- Provide project management support to the senior manager
- Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
- Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations
- Provide inputs and ideas to improve TAT and efficiency
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