Portfolio Monitoring Expert

1 day ago


Mangalore, Karnataka, India beBeePortfolio Full time ₹ 1,28,64,000 - ₹ 1,56,16,000
About the Role

We are seeking a skilled Portfolio Monitoring Expert to join our team. As a global leader in knowledge processes, research, and analytics, you will work with a team that specializes in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

The selected candidate will support portfolio managers of a private equity firm in the portfolio monitoring process.

  • Key Responsibilities:
  • Conduct financial analysis (historical and forecast) using Excel-based models or lending platforms, including key credit metrics calculation
  • Identify key performance indicators and create reports for the credit review process
  • Calculate covenant compliance according to facility agreements and provide detailed rationale for results
  • Perform (annual, quarterly, monthly) reviews and populate associated templates
  • Deliverables:
  • Business Overview
  • SWOT analysis
  • Covenant performance
  • Collateral analysis
  • Skills and Qualifications:
  • Familiarity with Excel-based models and lending platforms
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Benefits:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development


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