Portfolio Monitoring and Credit Analysis Specialist

2 weeks ago


Morādābād, Uttar Pradesh, India beBeeAccountability Full time ₹ 18,00,000 - ₹ 24,00,000

Portfolio Monitoring Specialist

The role involves working with a team that specializes in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. The team caters to 8 of the top 10 global banks, supporting their product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.

Key responsibilities include financial spreading, key credit metrics calculation, identifying key performance indicators, creating reports for the credit review process, calculating covenants, performing annual reviews, and providing ad-hoc support to portfolio managers.

A master's degree in finance, economics, or accounting from a reputable institution is required, along with 2+ years of experience in a similar profile. Strong accounting and financial skills are essential, as well as an eye for detail, good MS Office skills, and excellent interpersonal skills.

Requirements:

  • Master's degree in finance, economics, or accounting
  • Strong accounting and financial skills
  • Eye for detail and ability to identify and solve issues effectively
  • Good MS Office skills
  • Excellent interpersonal skills

Job Description Format:

Job Summary:

This role involves working with a team that specializes in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. The team caters to 8 of the top 10 global banks, supporting their product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.

Key Responsibilities:

• Financial spreading

• Key credit metrics calculation

• Identifying key performance indicators

• Creating reports for the credit review process

• Calculating covenants

• Performing annual reviews

• Providing ad-hoc support to portfolio managers

Requirements:

  • Master's degree in finance, economics, or accounting
  • Strong accounting and financial skills
  • Eye for detail and ability to identify and solve issues effectively
  • Good MS Office skills
  • Excellent interpersonal skills

What We Offer:

A dynamic work environment with opportunities for growth and development.



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