Financial Services Portfolio Strategist

4 days ago

Kota, Rajasthan, India beBeePortfolio Full time ₹ 19,91,791 - ₹ 22,85,536

About Portfolio Monitoring

As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research.

Key Responsibilities:

  • 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
  • Calculate covenant in line with facility agreements
  • Perform annual reviews and populate associated templates
  • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
  • Verify / calculate compliance against a threshold
  • Collateral analysis
  • Provide ad hoc support to portfolio managers
  • Mentor and train new joiners and act as an SME for other team members
  • Manage the performance and development of junior team members
  • Handle client calls and periodic communication
  • Provide project management support to the senior manager
  • Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.

Requirements:

  • Masters degree in finance, economics, or accounting from a reputed institute with 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
  • Challenging current thinking by implementing new ways of working

Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy.

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