Portfolio Monitoring Specialist

2 days ago

Gurgaon, Haryana, India beBeeCovenant Full time ₹ 14,86,504 - ₹ 25,12,536
Portfolio Monitoring Professional

 

We are seeking a skilled professional to join our portfolio monitoring team. The selected candidate will support portfolio managers in the portfolio monitoring process.

 

Key Responsibilities:
  • Financial Spreading and Key Performance Indicators:
    • Involve in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform
    • Identify key performance indicators and create reports for the credit review process
  • Covenant Calculation and Analysis:
    • Calculate covenant in line with facility agreements
    • Provide a detailed rationale for covenant Met / Breach results
  • Regular Reviews and Template Population:
    • Perform (annual / quarterly / monthly) reviews
    • Populate associated templates
  • Business Overview and SWOT Analysis:
    • Conduct business overview and SWOT analysis
  • Financial Analysis and Covenant Performance:
    • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
    • Verify / calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Collateral Analysis and Ad Hoc Support:
    • Provide ad hoc support to portfolio managers
  • Mentorship and Team Management:
    • Mentor and train new joiners
    • Act as an SME for other team members
    • Manage the performance and development of junior team members
  • Communication and Project Management:
    • Handle client calls and periodic communication
    • Provide project management support to senior manager
    • Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
  • Efficiency and Quality Improvement:
    • 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:

- Master's degree in finance, economics, or accounting from a reputed institute

- 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

 

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