Portfolio Monitoring Financial Specialist

5 hours ago

Tiruchi, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Description

We are seeking a skilled professional to join our team as a Portfolio Monitoring Specialist.

This role involves working closely with portfolio managers to provide financial analysis and monitoring services. The ideal candidate will have strong accounting and financial skills, with the ability to identify and solve issues effectively on time.

The selected candidate will be responsible for performing financial spreading, identifying key performance indicators, and creating reports for the credit review process. They will also calculate covenant in line with facility agreements and provide detailed rationales for covenant Met / Breach results.

In addition, the candidate will perform quarterly reviews, populate associated templates, conduct financial analysis, verify compliance against thresholds, and analyze collateral.

The successful candidate will have excellent interpersonal skills, the ability to build a strong team culture, and ensure that tasks are completed on time. They will also be able to practice attentive and active listening skills and challenge current thinking by implementing new ways of working.

Required Skills and Qualifications
  • Masters degree in finance, economics, or accounting from a reputed institute
  • 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
Benefits

This role offers a dynamic and challenging work environment, with opportunities for growth and development. The successful candidate will be part of a team that specializes in global market research, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

Others

Please note that this job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

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