Investment Portfolio Manager

5 days ago


Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Investment Finance Specialist

We are seeking a highly skilled Investment Finance Specialist to join our team.

Key Responsibilities:

  • Analyze and interpret legal agreements to onboard clients' investment portfolios
  • Monitor risk and exposure of transactions, providing critical aspects to clients proactively
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations
  • Lead daily operations of various workstreams, ensuring deliverables are accurate and timely
  • Liaise with Business Analysts and Implementation teams to ensure data and logic on proprietary platforms are accurate
  • Mentor junior team members to improve overall learning curve
  • Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS and processes around deliverables

Required Skills:

  • Extensive knowledge of structured finance products, corporate credit landscape, ABL, CLO, middle market portfolio financing
  • In-depth understanding of core financial and accounting concepts
  • Proficiency in financial modelling 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
  • Degree in finance (MBA or advanced degree) and prior experience of at least 3-5 years with an investment bank, investment management firm, or financial advisory firm


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