Senior Financial Strategist

7 days ago

Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,30,00,000

We are seeking a highly skilled Associate to join our team. As an Associate, you will play a critical role in driving the success of our business.

Key Responsibilities:
  • Onboard clients by reviewing and interpreting legal agreements, understanding servicer or trustees' 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 various workstreams and ensure accurate and timely deliverables
  • Liaise with the Business Analyst and Implementation team to ensure data accuracy on proprietary platforms
  • Mentor and guide team members to improve overall learning curve
  • Provide enhanced surveillance to clients on their portfolios and share critical performance aspects proactively
  • Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS around deliverables

Required Experience/Skill Set:

  • 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 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

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