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Senior Investment Associate

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Kolkata, West Bengal, India beBeeFinance Full time ₹ 70,00,000 - ₹ 1,00,00,000

At our organization, you will work closely with clients to understand their investment needs in the structured finance space.

Key Responsibilities:
  • We onboard clients by reviewing and interpreting legal agreements, understanding servicer or trustee reporting
  • You support clients in risk and exposure monitoring of transactions
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations
  • Assist/lead daily operations of workstreams and ensure deliverables are accurate and timely
  • Liaise with Business Analysts and Implementation teams to ensure data accuracy on proprietary platforms
  • Mentor freshers to improve learning curve
  • Provide enhanced surveillance to clients on portfolio performance and share critical aspects proactively
  • Standardise and streamline processes to increase efficiencies and set up SOPS and processes around deliverables

Required Skills and Qualifications:

  • Understanding of Structured Finance products/corporate credit landscape/ABL/CLO/Middle Market Portfolio Financing
  • In-depth knowledge of core financial and accounting concepts
  • Proficiency in financial modelling using MS Excel
  • Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva
  • Ability to work independently and collaboratively as part of a team in a fast-paced environment
  • Strong communication skills - written, verbal, and interpersonal
  • Ability to work well under pressure to meet strict deadlines
  • Desired candidate must have an MBA or advanced degree in finance like CFA, CAIA, and FRM
  • Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm, or Financial Advisory firm

Benefits:

  • Opportunity to work in a dynamic and growing industry
  • Chance to develop your skills and expertise in structured finance
  • Collaborative and supportive work environment

Others:

  • Responsible for performing key tasks and responsibilities
  • Expected to contribute positively to the team's success