Assistant Manager, Credit Research

5 days ago


Gurgaon, Haryana, India Sun Life Global Solutions Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Title: Assistant Manager, Credit Research

Role: Contractual role for 1 year

Payroll: Third Party

Shift: 12:00 PM 8:30 PM IST

Mode - 2 days from office (flexible)

Role summary

Sun Life Global Solutions is the global in-house centre of Sun Life Financial, a Canadian financial services company and one of the largest life insurance organisations in the world. It provides Business Operations, Technology and Knowledge Services support to Sun Life's global businesses. The Investment Operations team falls under the Knowledge Services area and focusses on Credit Research including Public Fixed Income, Real Estate & Mortgages, Equity Research, and Financial Modelling.

Accountabilities

  • Preparing detailed credit research reports on companies describing business model, strategy, major events, industry scenario and trends, financial analysis, capital structure, covenants, peer analysis and key risks associated with the investments
  • Performing credit research and analysis based on the credit rating reports, company's results / earnings and related commentary
  • Track and analyse major news / events / macro developments / market data on portfolio coverage names
  • Building and updating credit models involving credit metrics / ratio analysis and contributing to monitoring of portfolio companies
  • Preparing thematic presentations and industry decks highlighting key sector trends, detailed sector outlook, and emerging risks
  • Conducting ESG research for portfolio companies across sectors, performing ESG peer benchmarking
  • Keeping a track of sustainability trends, regulations, and industry specific challenges
  • Working on investment deck and senior management / investment committee presentations

Skills and Knowledge

  • Ability to perform credit analysis of various sectors including Banks, NBFCs, Retail, Consumer Products, etc.
  • Should be able to independently prepare credit research reports with a focus on detailed analysis and commentary on Business Risk and Financial Risk of the company
  • Strong knowledge of fundamental credit analysis with an ability to identify bonds and provide recommendation
  • Good knowledge and understanding of global financial and macroeconomic trends
  • Should be able to conduct detailed industry research and prepare sector presentations
  • Should be able to independently create and update financial models, industry comparable charts
  • Should possess good understanding of ESG policies and implementation of companies using their Annual Reports, CSR / Sustainability reports and other company filings
  • Familiarity with sustainability conceptual frameworks, accounting standards, reporting, regional regulatory requirements, and ESG peer benchmarking
  • Independent and decisive mindset, Critical thinking skills
  • Excellent report writing and communication skills including persuasive, data-rich presentation skills
  • Strong inter-personal skills and ability to participate /contribute as a team player
  • Knowledge of client management / stakeholder management

Education and Experience

  • Full time MBA (Finance), CFA certification will be an advantage
  • Around 8 to 10 years of relevant experience in credit analysis and ratings, credit research and report writing, across sectors covering global markets
  • Good knowledge and experience in ESG domain
  • Sound knowledge of databases – Bloomberg, Moody's, S&P, Fitch etc.


  • Gurgaon, Haryana, India Bean Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job DescriptionTitle: Assistant Manager, Credit Research (Individual contributor for 6 months after that 2 repotees will be assigned)This is a contractual role of 1 year on third party payroll of RandstadExperience yrsShift PM, 2 hrs overlap to be given with US partnersMode - HybridQualification- MBA or engineers/ No graduatesMust experience- Preparing...

  • Credit Controller

    2 weeks ago


    Gurgaon, Haryana, India Aurora Energy Research Limited Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    DescriptionWe are looking for an experienced Credit Controller to work within a dynamic, and fast-paced international company in the subscription and advisory space. This individual will be responsible for overseeing our global collection activity and supporting the Credit Manager's implementation of robust group credit policies.You will have the opportunity...

  • Credit Rating Analyst

    2 weeks ago


    Gurgaon, Haryana, India Acer Credit Rating Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilities:Credit Analysis & RatingsIndependently work on credit rating assignments across corporates, infrastructure, financial services.Perform in-depth cash flow assessment, and risk analysis on companies / entities.Prepare and present rating rationales, committee notes, and press releases.Monitor assigned portfolio of rated entities and...


  • Gurgaon, Haryana, India Johnson Controls Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Who we are?Johnson Controls is the global leader for smart, healthy and sustainable buildings. At Johnson Controls, we've been making buildings smarter since 1885, and our capabilities, depth of innovation experience, and global reach have been growing ever since. Today, we offer the world's largest portfolio of building products, technologies, software, and...


  • Gurgaon, Haryana, India Midland Credit Management Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The AM is primarily responsible for using data extraction tools to perform in-depth analysis of programs and opportunities in the collections business. The Assistant Manager will make recommendations to improve the business profitability or operational processes based on their analysis and design strategies to implement those recommendations. The role is...


  • Gurgaon, Haryana, India Ken Research Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job DescriptionAbout Ken Research:(Leading the future of Market Intelligence and Consulting)Ken Research is a Market Research and consulting firm based in Gurugram. We specialize in providing comprehensive market research reports, services and strategic consulting to maximize revenue growth and competitive advantage. We utilize our deep industry knowledge...

  • Credit Risk Management

    26 minutes ago


    Gurgaon, Haryana, India Fusion Finance Ltd Full time ₹ 8,00,000 - ₹ 16,00,000 per year

    Role SummaryWe are looking for a manager with expertise in the credit risk area. The ideal candidate will have a solid understanding of credit risk portfolio management, reporting, risk frameworks, and policy formulation, including liquidity management. You will play a crucial role in enhancing our credit portfolio analysis processes and improving our...


  • Gurgaon, Haryana, India Vox Populi Research Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Associate Research Manager – QualitativeLocation:Gurgaon (Work from Office, Monday–Friday)About Vox Populi ResearchVox Populi Research is a 17-year-old market research and consumer insights consultancy with offices in Gurgaon and Mumbai. We design winning research solutions that help clients build stronger brands.What drives us?Curiosity, continuous...

  • Assistant Manager

    7 days ago


    Gurgaon, Haryana, India Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Assistant Manager

    5 days ago


    Gurgaon, Haryana, India Sun Life Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...