Financial Expert

24 hours ago

Mumbai, Maharashtra, India beBeePortfolioMonitoring Full time ₹ 18,24,000 - ₹ 22,80,000

About our Portfolio Monitoring team

We're looking for a talented professional to join our global market research team. As a leader in knowledge processes, research, and analytics, you'll be working closely with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

Our team supports portfolio managers of a private equity firm in the portfolio monitoring process. You'll play a crucial role in helping them make informed decisions.

  • Key Responsibilities:
  • 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

What We're Looking For:

  • A 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
  • Challenging current thinking by implementing new ways of working

Please note that the following job description serves as an informative reference for the tasks you may be required to perform.

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