Senior Portfolio Monitoring Specialist

2 days ago

Alwar, Rajasthan, India beBeePortfolioMonitoring Full time ₹ 21,10,000 - ₹ 28,97,000
Portfolio Monitoring Analyst

About our Portfolio Monitoring Team

We are a global leader in knowledge processes, research, and analytics, working with top-rated investment research organizations and bulge bracket investment banks.

You will be part of our Private Credit team that supports portfolio managers of a private equity firm in the portfolio monitoring process.

  • Key Responsibilities:
  • 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

Requirements:

Masters degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a similar profile

Skill Requirements:

  • 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

Benefits:

This role offers opportunities for professional growth and development, as well as a chance to work with a dynamic team in a fast-paced environment.

Disclaimer:

The following 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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