Portfolio Financial Expert

6 days ago

Jaipur, Rajasthan, India beBeeAnalytical Full time ₹ 10,00,000 - ₹ 16,00,000
About Our Opportunity

We are seeking a skilled professional to join our team as an Analyst-Portfolio Monitoring. As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research.

You will be responsible for performing financial analysis, identifying key performance indicators, and creating reports for the credit review process. Additionally, you will calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results.

As part of our team, you will also conduct financial analysis, including historical and forecast data, operating, leverage, and liquidity ratios. You will verify/calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.) and analyze collateral. Your role will involve providing ad hoc support to portfolio managers and mentoring/training new joiners.

To succeed in this role, you will need a Master's degree in finance, economics, or accounting from a reputable institution, with at least 2 years of experience in a similar profile. Strong accounting and financial skills, along with attention to detail, are essential. Excellent interpersonal skills and the ability to build a strong team culture are also required.

Your Key Responsibilities:

  • Perform 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
  • Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
  • Verify/calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Analyze collateral
  • 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

What We Are Looking For:

  • Masters degree in finance, economics, or accounting from a reputable institution with at least 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

Disclaimer: The information provided is for informational purposes only and does not constitute an integral component of your employment agreement.

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