Executive Banking Portfolio Strategist

4 days ago


Bengaluru, Karnataka, India Covenant Consultants Full time

Covenant Consultants seeks an experienced Executive Banking Portfolio Strategist to manage a portfolio of clients. The ideal candidate will analyze financial statements, performance, and trend analysis for assessing credit worthiness.

The role involves regular monitoring with risk rating, facility renewals, financial analysis, credit write-up, industry analysis, company background, collateral analysis, and timely receipt of customer documents.

The successful candidate will contribute to automation efforts aimed at improving efficiency and process improvements, maintain regular connects with the onshore team, and build in-depth knowledge of the process.

A quick learner and self-motivated individual with strong verbal and written communication skills is required.

Required qualifications include MBA (Finance), CFA, or Chartered Accountant, and over 8 years of Credit Underwriting experience/credit rating.

We estimate the salary for this position to be around $120,000 - $180,000 per year, depending on experience.



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