Portfolio Performance Monitor

4 days ago


Ajmer, Rajasthan, India beBeePerformance Full time ₹ 60,00,000 - ₹ 1,50,00,000

Portfolio Monitoring Expert Sought

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

Our team supports portfolio managers of a private equity firm in the portfolio monitoring process.

  • Financial data analysis and modeling
  • Key credit metrics calculation
  • Creation of reports for the credit review process
  • Covenant calculation and rationale
  • Annual, quarterly, and monthly reviews
  • Business performance evaluation
  • Conduct financial analysis
  • Covenant performance verification
  • Collateral analysis
  • Ad-hoc support to portfolio managers

Applicants should have strong accounting and financial skills, attention to detail, and excellent interpersonal skills.

  • Masters degree in finance, economics, or accounting from a reputed institute
  • 2+ years of experience in a similar profile
  • Strong MS Office skills
  • Excellent communication and team culture building skills


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