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Portfolio Investment Associate

2 weeks ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Portfolio Investment Associate

The primary responsibility of the portfolio investment associate would involve working closely with clients to understand their requirements for investment deals in the structured finance space.

The individual will play an important role in onboarding, monitoring and other aspects of risk monitoring as required for our institutional clients.

The individual would be involved in researching and going through various financial and legal agreements and in monitoring and reporting key metrics of various investments.

Key Responsibilities:

  • Onboard client investment portfolios by reviewing and interpreting legal agreements, understanding servicer or trustee reporting.
  • Work closely with clients in supporting them for risk and exposure monitoring of transactions.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests and borrowing base calculations and other key metrics/tests.
  • Assist/lead daily operations of various workstreams and ensure all deliverables are accurate and timely.
  • Liaise with business analysts and implementation teams to ensure data and logic on proprietary platforms are accurate.
  • Mentor and guide fresh team members to improve overall learning curve.
  • Provide enhanced surveillance to clients on their portfolios and share critical aspects concerning overall performance proactively.
  • Assist in standardising and streamlining processes to increase efficiencies and setting up SOPs and processes 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:

  • Financial modelling using MS Excel

Additional Requirements:

  • Proficiency in various financial databases
  • 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
  • Degree in finance (MBA or advanced degree) and prior experience of at least 3-5 years with an investment bank, investment management firm or financial advisory firm