Strategic Financial Data Specialist

2 days ago


Palakkad, Kerala, India beBeeData Full time ₹ 18,00,000 - ₹ 25,00,000

Our team is seeking a highly experienced lawyer to fill the role of Senior Data and Legal Analyst.

This position involves working at the intersection of law, finance, and technology. You will play a key part in extracting, analyzing, interpreting, and structuring legal and financial data from complex private credit agreements and related documentation.

As a senior member of our team, you will lead initiatives that enhance data accuracy, streamline documentation workflows, and support the development of scalable technology solutions for the private credit lifecycle.

Your expertise will have a direct impact on investment decision-making, operational efficiency, and platform innovation.

Key Responsibilities
  • Private Credit Agreement Expertise:
    • Analyze and interpret complex private credit agreements, including bespoke structures, amendments and intercreditor arrangements.
    • Extract and validate key legal and commercial terms such as:
    • Facility structure and hierarchy
    • Pricing and margin mechanics
    • Financial covenants and compliance thresholds
    • Security package and collateral details
    • Waterfall and payment priorities
    • Jurisdictional considerations and governing law
  • Oversight & Quality Assurance
  • Review and validate data extracted by junior analysts to ensure completeness and accuracy.
  • Provide legal interpretation and guidance on key clauses such as covenants, events of default, loopholes, representations & warranties, Payment-in-Kind etc.,
  • Track and analyze covenants, interest schedules, amortization, prepayment terms and other credit metrics
  • Conduct analytical reviews to identify risk flags, anomalies or operational inefficiencies
  • Stay current on legal developments and market trends affecting credit documentation.
Stakeholder Engagement
  • Act as a subject matter expert for internal teams including Legal, Product Development, and Operations.
  • Deliver clear, actionable summaries, and insights from complex documentation to support strategic decisions.
Process Optimization & Automation
  • Identify and implement opportunities to streamline data extraction and documentation workflows
  • Support the creation and expansion of legal data taxonomies and standardized templates
  • Collaborate with technology teams to enhance document parsing tools and build scalable solutions.
Mentorship & Leadership
  • Train and mentor junior team members on documentation standards and legal interpretation, and data extraction techniques
  • Lead documentation reviews for high-value or high-risk transactions


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