Financial Analyst

1 week ago

Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 40,00,000 - ₹ 90,00,000

About Portfolio Monitoring and Financial Analysis

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

What you will be doing-

  • Involve in financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios) on Excel-based models or lending platforms, along with key credit metrics calculation
  • Identify performance indicators and create reports for the review process
  • Calculate covenant in line with facility agreements and provide a detailed rationale for results
  • Perform regular reviews and populate associated templates
  • Business Overview
  • SWOT analysis
  • Covenant performance
  • Verify compliance against thresholds
  • Collateral analysis
  • Provide ad hoc support to portfolio managers
  • Mentor and train new joiners
  • Manage junior team members' performance
  • Handle client calls and communication
  • Provide project management support
  • Regularly interact with portfolio managers

What we are looking for-

  • 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 solve issues effectively
  • Good MS Office skills
  • Excellent interpersonal skills
  • Ability to complete tasks on time
  • Challenging current thinking by implementing new ways of working

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