Portfolio Manager

2 hours ago

Nellore, Andhra Pradesh, India beBeePortfolioManager Full time ₹ 20,00,000 - ₹ 30,00,000

About us in Corporate and Investment Banking

We are a global leader in knowledge processes, research, and analytics.

Our team specializes in global market research and works with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

Key responsibilities include:

  • Financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform, along with key credit metrics calculation.
  • Identify key performance indicators and create reports for the credit review process.
  • Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results.
  • Perform annual reviews and populate associated templates.
  • Business Overview.
  • SWOT analysis.
  • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios).
  • Covenant performance.
  • Verify compliance against thresholds (DSC, FCCR, LTV, Interest cover, leverage, etc.).
  • Collateral analysis.
  • Provide ad-hoc support to portfolio managers.

What we look for-

  • 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.
  • Good MS Office skills.
  • Excellent interpersonal skills and ability to build a strong team culture.

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. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your contact person is available to support you.

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