Financial Portfolio Manager

11 hours ago


Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,25,00,000

We are seeking a highly skilled investment professional to assist in the analysis and management of loan portfolios.

Key Responsibilities:
  • Deal Analysis: Perform thorough reviews of historical performance data, including financial modeling and risk assessment.
  • Loan Stratification: Classify loans based on risk factors and creditworthiness, ensuring optimal portfolio diversification.
  • Performance Analysis: Monitor and evaluate the monthly performance of investment positions, identifying areas for improvement.
  • Data Collection and Cleansing: Gather and standardize data from external sources, ensuring accuracy and reliability.
  • Portfolio Management: Oversee covenant compliance, audit support, and review draw requests, maintaining strong relationships with stakeholders.

The successful candidate will be responsible for summarizing qualitative and quantitative aspects of deals, conducting market research, and collaborating with internal teams to inform strategic decisions. This role requires strong analytical skills, attention to detail, and effective communication abilities. If you possess these qualities, we encourage you to apply for this exciting opportunity.


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