Senior Financial Analyst- Portfolio Monitoring Specialist

1 week ago

Mount Abu, Rajasthan, India beBeePortfolio Full time ₹ 12,45,000 - ₹ 24,99,000
About the Role

You will join a team that specializes in global market research and collaborate with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

The team caters to several of the top global banks, supporting their product and sector teams on deal origination, execution, valuation, and transaction advisory-related projects.

Key Responsibilities
  • Financial Spreading: You will be involved in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform, along with key credit metrics calculation.
  • Key Performance Indicators: Identify key performance indicators and create reports for the credit review process.
  • Covenant Calculation: Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met/Breach results.
  • Review and Reporting: Perform annual/quarterly/monthly reviews and populate associated templates.
  • Business Overview and SWOT Analysis: Conduct business overview and SWOT analysis.
  • Financial Analysis: Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios).
  • Covenant Performance and Compliance: Verify/calculates compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.) and analyze covenant performance.
  • Collateral Analysis: Conduct collateral analysis.
  • Support to Portfolio Managers: Provide ad hoc support to portfolio managers.
  • Mentorship and Training: Mentor and train new joiners and act as SME for other team members.
  • Performance Management: Manage the performance and development of junior team members.
  • Client Communication: Handle client calls and periodic communication.
  • Project Management Support: Provide project management support to the senior manager.
  • Project-Level Tasks: Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
  • Interactions with Portfolio Managers: Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations.
  • Process Improvement: Provide inputs and ideas to improve TAT and efficiency.
Requirements
  • Masters degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a similar profile.
  • Strong accounting and financial skills.
  • Attention to detail and ability to identify and solve issues effectively on time.
  • Good MS Office skills.
  • Excellent interpersonal skills and ability to build a strong team culture.
  • Ability to ensure that tasks are completed on time.
  • Active listening skills.
  • Challenging current thinking by implementing new ways of working.

We appreciate the accuracy and authenticity of the information you provide. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

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