Portfolio Monitoring Financial Analyst

9 hours ago


Hubli, Karnataka, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 21,00,000
Job Overview

This role focuses on portfolio monitoring and financial analysis for private equity firms.

Key Responsibilities:
  • Develop financial spreadsheets (PL, BS, CF) using Excel or lending platforms and calculate key credit metrics.
  • Identify performance indicators and create reports for the credit review process.
  • Calculate covenant compliance with facility agreements and provide rationale for covenant met/ breached results.
  • Conduct regular reviews and populate associated templates.
  • Perform SWOT analysis and financial analysis (historical, forecast, operating, leverage, liquidity ratios).
  • Verify/compliance against thresholds (DSC, FCCR, LTV, interest cover, leverage).
  • Provide ad-hoc support to portfolio managers.
  • Train new joiners and act as a subject matter expert for team members.
Requirements:
  • Bachelor's/Master's degree in finance, economics, accounting from a reputable institution.
  • Strong accounting and financial skills.
  • Attention to detail and ability to identify/solve issues efficiently.
  • Proficiency in MS Office.
  • Excellent interpersonal skills and team culture development abilities.


  • Hubli, Karnataka, India beBeeInvestment Full time US$ 90,000 - US$ 1,20,000

    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.This isn't a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science to shape institutional-grade financial software.ResponsibilitiesCollaborate with product, engineering, and data science...


  • Hubli, Karnataka, India beBeeResearch Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Portfolio Analyst Position">Job Summary:">We are seeking a skilled Portfolio Analyst to join our team in Delhi. As a Portfolio Analyst, you will be responsible for conducting in-depth analysis of Mutual Funds, Portfolio Management Services, and Alternative Investment Funds in India.">Main Responsibilities:">Data Analysis: Track, analyze, and evaluate the...

  • Financial Analyst

    2 weeks ago


    Hubli, Karnataka, India Pomeroy Full time

    Title: Financial Analyst Manager: Senior Director Finance Department/Function: FP&A Financial Analyst Job Purpose: The Financial Analyst – Finance for Services supports the strategic and operational financial objectives of Pomeroy's Services organization. Reporting directly to the Vice President of Finance for Services, this role is responsible for...


  • Hubli, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Key HighlightsManage assets efficiently and ensure optimal returns on investments.Monitor portfolio performance and provide regular updates to stakeholders.About the RoleThis is a leadership position where you will be responsible for managing existing funds, tracking their performance, and providing regular reporting to investment committees. Your ultimate...


  • Hubli, Karnataka, India beBeeEquityResearch Full time ₹ 8,00,000 - ₹ 11,00,000

    Job Title: Financial Analysis AssistantJob Summary:We are seeking a highly motivated and detail-oriented individual to assist our team with financial analysis and research. This role provides an excellent opportunity to gain hands-on experience in equity research, working closely with experienced analysts to support stock analysis and investment...


  • Hubli, Karnataka, India beBeeCredit Full time ₹ 1,02,00,000 - ₹ 1,29,50,000

    Corporate Credit Analyst Job OpportunityThe role of Corporate Credit Analyst involves working closely with stakeholders to manage credit analysis for corporate clients across the EMEA region. The ideal candidate will have extensive experience in fundamental corporate analysis and a strong understanding of loan documentation and key credit protections.Key...


  • Hubli, Karnataka, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 40,00,000

    About the CompanyWe are a FinTech company focused on developing innovative AI tools.About the RoleThis opportunity is ideal for self-driven, financially skilled students with an interest in investment advisory and portfolio management.About the Internship:As an Investment Analyst intern, you will work on cutting-edge projects involving investment advisory,...


  • Hubli, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Investment Analyst OpportunityThis is a highly rewarding role where you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.As an Investment Analyst, you will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to...


  • Hubli, Karnataka, India beBeeCloud Full time ₹ 2,40,00,000 - ₹ 3,20,00,000

    Financial Portfolio ManagerAs a Financial Portfolio Manager, you will play a pivotal role in leading financial portfolio management initiatives. Your focus will be on cloud-based innovation, strategic planning, and risk management.Key ResponsibilitiesCloud Modernization Leadership: Lead the transformation of cloud-based financial portfolios to enhance...


  • Hubli, Karnataka, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job Description">We are seeking a highly skilled Wealth Manager to join our team. The successful candidate will be responsible for managing and supporting a portfolio of clients, building strong relationships and providing personalized advisory services.The ideal candidate will have a certified wealth management or financial planning qualification and a...