Portfolio Manager

2 days ago

Thrissur, Kerala, India beBeeFinance Full time ₹ 15,00,000 - ₹ 18,00,000
Investment Portfolio Specialist

This role is for an Investment Portfolio Specialist who will work closely with clients to understand their investment needs in the structured finance space. The ideal candidate will have a strong understanding of financial and accounting concepts, as well as proficiency in financial modeling using MS Excel.

Key Responsibilities:

  • Onboard clients' investment portfolios by reviewing and interpreting legal agreements, understanding servicer or trustees' reporting
  • Work closely with clients to support risk and exposure monitoring of transactions
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and borrowing base calculations, and other key metrics/tests
  • Assist/lead daily operations of various workstreams, ensuring all deliverables are accurate and timely
  • Liaise with Business Analysts and Implementation teams to ensure data and logic on proprietary platforms are accurate
  • Mentor/guide team members to improve overall learning curve
  • Provide enhanced surveillance to clients on their portfolios, sharing critical aspects concerning overall performance proactively
  • Assist in standardizing/streamlining processes to increase efficiencies, setting up SOPs and processes around deliverables

Required Skills and Qualifications:

  • Broad understanding of structured finance products/corporate credit landscape/ABL/CLO/middle market portfolio financing
  • In-depth understanding of core financial and accounting concepts
  • Proficiency in financial modeling using MS Excel
  • Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva
  • Ability to work independently and collaboratively as part of a team in a fast-paced environment
  • Strong communication skills - written, verbal, and interpersonal
  • Ability to work well under pressure to meet strict and aggressive deadlines
  • Desired candidate must have graduated with an MBA or advanced degree in finance like CFA, CAIA, and FRM
  • Prior experience of at least 3-5 years with an investment bank, investment management firm, or financial advisory firm, preferably

What We Offer:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

How to Apply:

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