Senior Portfolio Monitoring Expert

1 day ago

Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000
Portfolio Monitoring Expert

About a global leader in knowledge processes, research, and analytics.

We are working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. Our clients include 8 of the top 10 global banks, where we support product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.

Main Responsibilities
  • Financial Analysis: Involve in financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios) for a lending platform or an Excel-based model.
  • Credit Review Process: Identify key performance indicators and create reports for the credit review process.
  • Covenant Analysis: Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met/Breach results.
  • Regular Reviews: Perform annual/quarterly/monthly reviews and populate associated templates.
  • Business Overview and SWOT Analysis: Conduct business overview and SWOT analysis.
  • Collateral Analysis: Verify/compute compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.) and conduct collateral analysis.
  • Ad Hoc Support: Provide ad hoc support to portfolio managers.
  • Mentorship and Team Management: Mentor and train new joiners, act as an SME for other team members, manage the performance and development of junior team members, and handle client calls and periodic communication.

We are looking for a highly skilled expert to join our Private Credit team at Evalueserve. The selected candidate will support portfolio managers of a private equity firm in the portfolio monitoring process.

Required Skills and Qualifications
  • 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 on time.
  • Good MS Office skills.
  • Excellent interpersonal skills and ability to build a strong team culture.
  • Ability to ensure that tasks are completed on time.
  • Ability to practice attentive and active listening skills.

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