Financial Services Specialist

1 day ago

Bengaluru, Karnataka, India beBeeFinance Full time ₹ 16,34,000 - ₹ 24,16,400
Financial Services Professional

We are seeking an experienced Financial Services Professional to join our team. The primary responsibility of this role involves working closely with clients to understand their investment requirements in the structured finance space.

Key Responsibilities:

  • Onboard client portfolios by reviewing legal agreements, understanding servicer reporting, and interpreting financial metrics.
  • Support risk and exposure monitoring of transactions, collaborating with clients to ensure accurate and timely deliverables.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, Borrowing Base calculations, and other key metrics/tests.
  • Liaise with the Business Analyst and Implementation team to verify data accuracy on proprietary platforms.
  • Mentor and guide freshers to enhance team learning curve.
  • Provide enhanced surveillance to clients on their portfolios, sharing critical aspects concerning overall performance proactively.
  • Assist in standardizing processes to increase efficiencies and setting up SOPs around deliverables.

Required Skills and Qualifications:

  • 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 modeling using MS Excel.
  • Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong communication skills - written, verbal, and interpersonal.
  • Ability to work well under pressure to meet strict deadlines.
  • Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm, or Financial Advisory firm.

About the Role:

This is an exciting opportunity for a skilled professional to take their career to the next level. We offer a dynamic work environment that fosters growth and development.

Why Join Us?

We believe in recognizing and rewarding our employees' hard work and dedication. Our company culture values innovation, teamwork, and customer satisfaction.

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