Chief Financial Assets Manager

4 days ago


Dindigul, Tamil Nadu, India beBeeAnalytical Full time ₹ 7,50,000 - ₹ 15,00,000
Investment Analyst Role

Seeking an experienced Investment Analyst to manage deals, create investment memos, and track performance.

  • Deal Analysis: Conduct thorough analysis of loan portfolio purchases, stratification analysis, historical performance reviews, price modeling, credit facilities, and forecast modeling.
  • Investment Memo Creation: Summarize qualitative and quantitative aspects of the deal in a comprehensive investment memo.
  • Performance Monitoring: Track monthly performance of positions, collect and cleanse data tapes and other inputs from external counterparties, identify deviations from assumptions.
  • Portfolio Management: Monitor covenants, audit support, and review draw requests for compliance, monitor Credit Facility positions on Cascade Debt and excel BBC models, request information from counterparties.
  • Data Audits: Perform quarterly audits on loan portfolios, review Borrowing Base Certificates (BBCs), and cleanse/standardize data.

Requirements:

  • 2+ years relevant experience
  • Quantitative and qualitative skills sets
  • Good written and verbal communication skills (fluent English)
  • Nice to have: experience with Business Intelligence tools such as QuickSight or PowerBI


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