Portfolio Monitoring Specialist

1 week ago

Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Portfolio Monitoring Expert

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

The selected candidate will join the Private Credit team that supports portfolio managers of a private equity firm in the portfolio monitoring process.

  • 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
  • Business Overview
  • SWOT analysis
  • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
  • Covenant performance
  • 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
  • Manage the performance and development of junior team members
  • Handle client calls and periodic communication
  • Provide project management support to the senior manager
  • Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
  • Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations
  • Provide inputs and ideas to improve TAT and efficiency

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