
Chief Portfolio Analyst
2 weeks ago
About our Portfolio Monitoring team
We cater to 8 of the top 10 global banks, working alongside their product and sector teams.
Key Responsibilities:
- We involve in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform
- 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/compute compliance against a threshold
- Provide ad hoc support to portfolio managers
- Mentor/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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