Financial Expert

3 days ago

Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000
Job Description">

The primary responsibility of this role is to work closely with clients to understand their investment requirements in the structured finance space. The individual will play a key part in onboarding, monitoring, and risk management for our institutional clients.

The successful candidate will be involved in researching financial and legal agreements, as well as monitoring and reporting key metrics of various investments.

Key Responsibilities:

  • Onboard client portfolios by reviewing and interpreting legal agreements and understanding servicer or trustees' reporting.
  • Support clients in risk and exposure monitoring of transactions.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations.
  • Lead daily operations of workstreams and ensure accurate and timely deliverables.
  • Liaise with Business Analysts and Implementation teams to ensure data and logic on proprietary platforms are accurate.
  • Mentor team members to improve overall learning curve.
  • Provide enhanced surveillance to clients on portfolio performance and share critical aspects proactively.
  • Assist in standardising and streamlining processes to increase efficiency and setting up SOPS around deliverables.
Required Skills and Qualifications">

Broad understanding of Structured Finance products, corporate credit landscape, ABL, CLO, and Middle Market Portfolio Financing.

Deep understanding of core financial and accounting concepts.

Proficiency in financial modelling using MS Excel.

Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva.

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 deadlines.

Desired candidate must have graduated with an MBA or advanced degree in finance like CFA, CAIA, and FRM.

Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm, or Financial Advisory firm.

Benefits">

This role offers the opportunity to work with clients and develop expertise in structured finance.

Professional development and growth opportunities are available.

  • Expert Financial Advisor

    3 days ago

    Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 18,40,476 - ₹ 21,96,867

    Financial Services ExpertWe are seeking a skilled financial services professional to join our team.Job Responsibilities:Develop and implement customized wealth management strategiesProvide expert advice on investment solutions and risk managementMaintain high client satisfaction through dedicated serviceRequired Skills and Qualifications:Financial planning...

  • Business Financial Expert

    4 days ago

    Aligarh, Uttar Pradesh, India beBeeDevelopment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job OpportunityWe are seeking a Business Development Associate to drive client acquisition in the US financial services sector. The ideal candidate will be responsible for outbound prospecting, managing a sales pipeline, and nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation.3-6 years of relevant experience in business...

  • Expert Financial Planner

    5 days ago

    Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Title:Financial Planning and Analysis Expert">This role involves providing strategic financial support to drive business growth, profitability, and operational efficiency. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work collaboratively with cross-functional teams.">Develop and maintain...

  • Expert Oracle Financial Consultant

    5 days ago

    Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    This role is focused on providing expert-level support for Oracle EBS Financials. The successful candidate will work closely with the company's business solutions, ensuring seamless execution within a defined Software Development Lifecycle.Responsibilities:Act as a Subject Matter Expert on Oracle EBS (SME) Financials (GL, AP, AR, FA, CM, SLA), driving issue...

  • Expert Financial Manager

    3 days ago

    Aligarh, Uttar Pradesh, India beBeeFinancialManagement Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Title: Financial Management ExpertWe are seeking a seasoned financial management professional to lead our finance, accounts, and compliance teams. This is a challenging role that requires strategic thinking, excellent leadership skills, and the ability to drive business growth.The ideal candidate will have extensive experience in managing financial...

  • Unlock Financial Insights: Financial Data Solutions Expert Job

    6 days ago

    Aligarh, Uttar Pradesh, India beBeeData Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job Title: Financial Data Solutions ExpertWe are seeking experienced professionals to collaborate with our team and contribute to the evolution of our financial data solutions.

  • Real Estate Financial Expert

    4 days ago

    Aligarh, Uttar Pradesh, India beBeeValuation Full time ₹ 17,50,000 - ₹ 22,50,000

    Financial Modeling Expert NeededWe seek a seasoned and organized professional with exceptional analytical skills to join our dynamic team of financial experts.Key Responsibilities:Support clients in the REIT / Real Estate Industry, providing expertise on multifamily, office, industrial, and retail asset classes.Develop and audit comprehensive financial...

  • Expert in Financial Planning and Analysis

    1 week ago

    Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000

    Tagetik Financial Planning and Analysis ExpertJob Description:We are seeking a skilled and experienced Tagetik professional to join our team. The ideal candidate will have a deep understanding of CCH Tagetik's EPM, FPM, and CPM solutions. You will be responsible for implementing and managing Tagetik solutions that enable clients to streamline their financial...

  • Financial Expert

    5 days ago

    Aligarh, Uttar Pradesh, India beBeeAccounting Full time US$ 60,000 - US$ 80,000

    Key to success in this Financial Accounting Specialist role lies in strong analytical skills and expertise in financial accounting. Our ideal candidate will be proficient in preparing and analyzing financial statements, with experience working with NetSuite. We are seeking a detail-oriented and highly organized individual who can work independently and...

  • Tax Expert

    4 weeks ago

    Aligarh, Uttar Pradesh, India Torchlight Tax and Financial Solutions Full time

    We are looking for top-tier talent to join our growing team:Position: Tax Expert/Enrolled AgentWe are seeking a USA tax expert for remote work. (Minimum 3 years experience). Candidates must have advanced tax skills, ideally with a USA Enrolled Agent (EA) or USA CPA credentialWe are looking for an individual who wants to work directly with a USA firm.English...