Portfolio Monitoring Specialist

2 weeks ago

Nashik, Maharashtra, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

About Corporate and Investment Banking

As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research. We cater to top-rated investment research organizations and leading asset managers.

Key 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 annual/quarterly/monthly reviews and populate associated templates
  • 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

The selected candidate will join the Private Credit team that supports portfolio managers in the portfolio monitoring process.

We are looking for candidates with strong accounting and financial backgrounds, excellent interpersonal skills, and ability to build a strong team culture.

A master's degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a similar profile is required.

Please note that this job description serves as an informative reference for the tasks you may be required to perform.

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