Portfolio Monitoring and Risk Management Professional

1 week ago


Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000
Portfolio Monitoring Specialist

About Global Investment Banking

We are a team that specializes in global market research, working with top-rated investment research organizations and leading asset managers.

We cater to major financial institutions, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

The Role
  • Financial Analysis: Conduct comprehensive financial analysis (historical and forecast) on an Excel-based model or a lending platform, along with key credit metrics calculation
  • Credit Review Process: Identify key performance indicators and create detailed reports for the credit review process
  • Covenant Calculation: Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results
  • Regular Reviews: Perform (annual / quarterly / monthly) reviews and populate associated templates
Key Responsibilities
  • Asset Management: Oversee the management of assets to ensure optimal performance and returns
  • Risk Assessment: Conduct thorough risk assessments to identify potential threats and opportunities
  • Project Coordination: Coordinate project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
  • Team Development: Mentor and train new joiners and act as an SME for other team members
  • Communication: Handle client calls and periodic communication
Requirements
  • Education: Bachelor's degree in finance, economics, or accounting from a reputable institution
  • Experience: 2+ years of experience in a similar profile
  • Skills: Strong accounting and financial skills, eye for detail, good MS Office skills, excellent interpersonal skills


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