Investment Finance Specialist

3 days ago

Palakkad, Kerala, India beBeestructured Full time ₹ 1,50,40,000 - ₹ 2,01,60,000

Structured Finance Analyst Role

The primary responsibility of this position involves working closely with clients to comprehend their requirements for investment deals within the structured finance sector. The individual will play a pivotal role in onboarding, monitoring, and other aspects of risk management as needed for our institutional clients. This role entails researching and reviewing various financial and legal agreements and monitoring and reporting key metrics of various investments.

Key Responsibilities:

  • Onboard the client's investment portfolio by reviewing and interpreting legal agreements, understanding servicer or trustee reports
  • Collaborate with clients to support risk and exposure monitoring of transactions
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations, and other key metrics/tests
  • Assist/lead daily operations of workstreams and ensure accurate and timely deliverables
  • Liaise with the Business Analyst and Implementation team to ensure data and logic on proprietary platforms are accurate
  • Mentor and guide freshers to enhance the overall learning curve
  • Provide enhanced surveillance to clients on their portfolios and share critical performance aspects proactively
  • Assist in standardizing and streamlining processes to increase efficiencies and setting up SOPs and processes around deliverables

Required Skills and Qualifications:

  • Comprehensive 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 modeling 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 graduated with 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, preferably

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