Portfolio monitoring senior

4 weeks ago

Gurgaon, India Evalueserve India Full time

About Corporate and Investment Banking & Investment Research (CIB & IR) As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.

We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve: The selected candidate will join the Private Credit team at Evalueserve supporting Portfolio Managers of a private equity firm in the portfolio monitoring process.

Financials spreading (PL, BS, and CF) on excel based model or lending platform along with key credit metrics calculation Key performance indicator identification and reporting for the credit review process Calculating covenants in line with facility agreements and providing a detailed rationale for covenant Met/Breach results Performing Annual/Quarterly/Monthly reviews and populating associated templates Business Overview SWOT analysis Financial Analysis (Historical and Forecast) (Operating, Leverage & Liquidity ratios) Covenant performance Verifying/Calculating compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.) Collateral analysis Providing Ad-hoc support to portfolio managers Mentoring and training new joiners and acting as a subject matter expert for other team members Managing the performance and development of junior team members Handling Client calls and periodic communication Providing project management support to senior manager and handling project-level tasks e.g.

Delivery, Dashboards, QC’s, Training, Client management, etc.

Regularly interacting with Portfolio Managers to discuss tasks, templates, and deliverables, and manage expectations Providing input and ideas for improvement in TAT and efficiency Skills we’re looking for: Master’s degree with a major in finance, economics, or accounting from a reputed institute with 3 - 8 years of experience in the similar profile Strong Accounting and financial skills Eye for detail and ability to identify and solve issues effectively on time Good MS Office skills Excellent interpersonal and ability to build strong team culture Ability to ensure that tasks for self and team members are completed on time Ability to practice attentive and active listening skills Challenging current thinking by implementing new ways of working

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