Senior Investment Associate

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 20,00,000
Investment Finance Specialist Job Description

The primary objective of this role is to collaborate closely with clients to comprehend their investment requirements in structured finance.

Key Responsibilities:

  • Onboard client's investment portfolio by reviewing and interpreting legal agreements, understanding servicer or trustee's reporting.
  • Work closely with clients to support risk and exposure monitoring of transactions.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations.
  • Assist/lead daily operations of various workstreams and ensure all deliverables are accurate and timely.
  • Liaise with Business Analyst and Implementation team to ensure data and logic on proprietary platforms are accurate.
  • Mentor and guide freshers of the team to improve overall learning curve.
  • Provide enhanced surveillance to clients on their portfolios and share critical aspects concerning overall performance proactively.
  • Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS and processes around deliverables.

Required Skills and Qualifications:

  • Broad understanding of Structured Finance products, corporate credit landscape, ABL, CLO, Middle Market Portfolio Financing.
  • In-depth knowledge 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.
  • Desired candidate must have graduated with MBA or advanced degree in finance like CFA, CAIA and FRM.
  • Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm or Financial Advisory firm, preferably.

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