Portfolio Management Specialist

17 hours ago


Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 15,00,000

As a seasoned financial expert, you will play a pivotal role in Portfolio Monitoring, working closely with top investment research organizations and leading asset managers. Your primary responsibilities will include:

Key Responsibilities:
  • Conducting thorough financial analysis, including historical and forecasted data, as well as operating, leverage, and liquidity ratios
  • Identifying key performance indicators and creating comprehensive reports for the credit review process
  • Calculating covenant compliance and providing detailed rationale for covenant Met/Breach results
  • Performing quarterly/annual reviews and populating associated templates
  • Collateral analysis and verification of compliance against thresholds
  • Providing ad-hoc support to portfolio managers
Requirements:
  • Masters degree in finance, economics, or accounting from a reputable institution, with 2+ years of experience in a similar profile
  • Strong accounting and financial skills, with an eye for detail and ability to identify and solve issues effectively
  • Good MS Office skills, with excellent interpersonal and teamwork capabilities

We value accuracy and authenticity in your information, as it directly impacts your candidacy.



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