Portfolio Analyst

1 week ago

Pushkar, Rajasthan, India beBeeAnalyst Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

About Portfolio Monitoring

This role requires a strong analytical mindset and the ability to work with large datasets.

The selected candidate will join a team that supports portfolio managers in the portfolio monitoring process, working on financial analysis, credit metrics, and covenant performance.

  • Involve in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform
  • Identify key performance indicators and create reports for the credit review process
  • Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results
  • Perform reviews and populate associated templates
  • Business Overview
  • SWOT analysis
  • Covenant performance
  • Verify compliance against a threshold
  • Collateral analysis
  • Provide ad hoc support to portfolio managers

The ideal candidate should have a Master's degree in finance, economics, or accounting from a reputable institution, with 2+ years of experience in a similar profile. Strong accounting and financial skills are required, along with an eye for detail and excellent interpersonal skills.

**What We're Looking For:**

  • Achievers who can manage tasks efficiently
  • Effective communicators who can build strong team cultures
  • Individuals with strong problem-solving skills

Please note that this job description serves as a reference point and is subject to modifications based on evolving circumstances.

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