Financial Services Specialist

4 days ago

Kannur, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000
Structured Finance Investment Professional

We are seeking an experienced investment professional to join our team. As a structured finance investment professional, you will play a key role in working closely with clients to understand their requirements for investment deals in the structured finance space.

Key Responsibilities:

  • Onboard client's investment portfolio by reviewing and interpreting legal agreements, understanding servicer or trustees' reporting.
  • Work closely with clients to support them on 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 Analyst and Implementation team to ensure data and logic on proprietary platforms are accurate.
  • Mentor/guide freshers of the team to improve overall learning curve.
  • Provide enhanced surveillance to clients on their portfolios and share critical aspects concerning overall performance proactively.
  • Assist in standardising and streamlining processes to increase efficiencies and 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 modelling 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 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.

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