Portfolio Management Expert

3 hours ago

Bharatpur, Rajasthan, India beBeeCredibility Full time ₹ 17,28,000 - ₹ 2,59,20,000
Portfolio Monitoring Specialist

About our business

We are a global leader in knowledge processes, research, and analytics. Our team specializes in global market research, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

Our portfolio monitoring specialists work alongside the product and sector teams of eight out of the top ten global banks, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

  • 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
  • Conduct 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
  • Provide project management support to the senior manager

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