Portfolio Management Expert

2 days ago


Agra, Uttar Pradesh, India beBeeCredit Full time ₹ 1,80,00,000 - ₹ 2,60,00,000
Job Title: Senior / Lead Analyst- Portfolio Monitoring

About Corporate and Investment Banking (CIB)

We are a global leader in knowledge processes, research, and analytics, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

Our team specializes in global market research, supporting eight of the top 10 global banks alongside their product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.

As a Senior Lead Analyst, you will join our Private Credit team at Evalueserve, supporting portfolio managers of a private equity firm in portfolio monitoring.

Key Responsibilities
  • Involve in 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 / quarterly / monthly) 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 (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Collateral analysis
  • Provide ad hoc support to portfolio managers
  • Mentor and train new joiners and act as an SME for other team members


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