Portfolio Manager

4 days ago


Palakkad, Kerala, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000
Job Overview

About our Portfolio Monitoring Team

We are a global leader in knowledge processes, research, and analytics.

Key Responsibilities
  • Financial Analysis: Contribute to the development of financial models and key credit metrics on Excel-based platforms or lending platforms.
  • Performance Metrics Creation: Develop reports for the credit review process.
  • Covenant Calculation: Calculate covenant compliance in line with facility agreements and provide detailed rationales for covenant Met/Breach results.
  • Review and Reporting: Perform quarterly/annual/monthly reviews and populate associated templates.
  • SWOT Analysis
  • Financial Review: Conduct historical and forecast analysis, as well as operating, leverage, and liquidity ratios.
  • Compliance Verification: Verify/calculate compliance against thresholds (DSC, FCCR, LTV, Interest cover, leverage, etc.).
  • Collateral Support: Provide ad hoc support to portfolio managers.
  • Professional Development and Training
  • Project Management Assistance
  • Client Communication

Required Skills and Qualifications-

  • Masters degree in finance, economics, or accounting from a reputable institution with 2+ years of experience in a similar role.
  • Strong Accounting and Financial Skills
  • Attention to Detail and Problem-Solving
  • Excellent Interpersonal Skills and Team Culture
  • Ability to Ensure Tasks are Completed on Time

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