
Financial Analyst Portfolio Manager
1 day ago
About Portfolio Monitoring Role
As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research. You will cater to top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.
What you will be doing-
The selected candidate will join the Private Credit team that supports portfolio managers 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 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 compliance against thresholds (DSC, FCCR, LTV, Interest cover, leverage, etc.)
- Collateral analysis
- Provide ad hoc support to portfolio managers
- Mentor junior team members
- Manage performance and development of junior team members
- Handle client calls and periodic communication
- Provide project management support
- Interact regularly with portfolio managers to discuss tasks, templates, and deliverables
Required Skills-
- Master's 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 issues effectively
- Good MS Office skills
- Excellent interpersonal skills and ability to build a strong team culture
- Ability to ensure tasks are completed on time
- Ability to practice attentive and active listening skills
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