Portfolio Analysis Specialist

1 week ago

Kozhikode, Kerala, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 35,00,000

About our Portfolio Monitoring role

We are seeking a skilled Analyst to join our team in a global leader in knowledge processes, research, and analytics. You will work with a team that specializes in global market research, working with top-rated investment research organizations and leading asset managers.

The selected candidate will support portfolio managers of a private equity firm 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 / quarterly / monthly) 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 / calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Collateral analysis
  • Provide ad hoc support to portfolio managers
  • Mentor and train new joiners and act as an SME for other team members
  • Manage the performance and development of junior team members
  • Handle client calls and periodic communication
  • Provide project management support to the senior manager
  • Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
  • Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations
  • Provide inputs and ideas to improve TAT and efficiency

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
  • Ability to ensure that tasks are completed on time
  • Ability to practice attentive and active listening skills
  • Challenging current thinking by implementing new ways of working

Please note that the information provided serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time.

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