Portfolio Monitoring Analyst

1 week ago

Kottayam, Kerala, India beBeeCredit Full time ₹ 17,50,000 - ₹ 22,50,000

About Portfolio Monitoring

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

We cater to several global banks, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing-

The selected candidate will join the Private Credit team that supports portfolio managers in the portfolio monitoring process.

  • Involve in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform, along with key credit metrics calculation
  • 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 (annual / quarterly / monthly) reviews and populate associated templates
  • Credit Analysis
  • Financial Analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
  • Covenant Performance
  • Verify / calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Collateral Analysis
  • Provide ad hoc support to portfolio managers
  • Mentor and train new joiners and act as an SME for other team members
  • Manage the performance and development of junior team members
  • Handle client calls and periodic communication
  • Project Management Support
  • Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations

Required Skills-

  • 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
  • Eye for 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
  • Ability to practice attentive and active listening skills

Note-

Please note that this job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

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