Financial Portfolio Specialist

2 days ago

Malappuram, Kerala, India beBeePortfolio Full time ₹ 12,50,000 - ₹ 17,50,000
Investment Portfolio Onboarding Specialist

Job Description: We are seeking an experienced professional to join our team as an Investment Portfolio Onboarding Specialist. In this role, you will be responsible for onboarding clients' investment portfolios by reviewing legal agreements and interpreting servicer or trustees' reports.

  • Key Responsibilities:
  • Onboard clients' investment portfolios by reviewing legal agreements and interpreting servicer or trustees' reports.
  • Support clients in 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 workstreams and ensure accurate and timely deliverables.
  • Liaise with the Business Analyst and Implementation team to ensure data and logic on proprietary platforms are accurate.
  • Mentor freshers of the team to improve 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 around deliverables.

Required Skills and Qualifications:

  • Broad understanding of Structured Finance products, corporate credit landscape, ABL, CLO, Middle Market Portfolio Financing.
  • In-depth understanding 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 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.

Benefits: This is a challenging yet rewarding role that offers opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about finance, we encourage you to apply.

Others: We value diversity and inclusion in the workplace and strive to create a welcoming environment for all employees. As an equal opportunities employer, we welcome applications from candidates of all backgrounds.

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