Senior Investment Professional

2 days ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

The primary role of this position involves working closely with clients to understand their investment requirements in the structured finance space.

This key position plays a crucial part in client onboarding, monitoring and risk assessment for institutional clients.

The individual will be involved in researching and analyzing financial and legal agreements, as well as monitoring and reporting key investment metrics.

Key Responsibilities:
  • Onboard client investments by reviewing and interpreting legal agreements, understanding servicer or trustee reporting.
  • Support clients in risk and exposure monitoring of transactions.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests and borrowing base calculations.
  • Lead daily operations of workstreams and ensure accurate and timely deliverables.
  • Liaise with Business Analysts and Implementation teams to ensure data accuracy on proprietary platforms.
  • Mentor and guide team members to improve learning curves.
  • Provide enhanced surveillance to clients on portfolio performance and share critical aspects proactively.
  • Assist in standardizing and streamlining processes to increase efficiencies and set up SOPs and processes around deliverables.
Required Experience/Skill Set:
  • A broad understanding of structured finance products, corporate credit landscape, ABL, CLO, middle market portfolio financing.
  • An in-depth understanding of core financial and accounting concepts.
  • Proficiency in financial modeling using MS Excel.
  • Familiarity with various financial databases, including Bloomberg, Capital IQ, Factiva.
  • Ability to work independently and collaboratively in fast-paced environments.
  • Strong communication skills - written, verbal and interpersonal.
  • Capacity to work under pressure to meet strict deadlines.
  • Prior experience of at least 3-5 years in an Investment Bank, Investment Management firm or Financial Advisory firm.
About This Role

This is an exciting opportunity to join our organization and take your career to the next level. As a [Associate/Sr. Associate], you will have the chance to work with a talented team of professionals who are passionate about delivering exceptional results.

We offer a dynamic and supportive work environment that fosters growth and development. Our team is dedicated to helping each other succeed and achieve our goals.

If you are a motivated and driven individual looking for a new challenge, we encourage you to apply for this role today.

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