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Senior / Lead Analyst- Portfolio Monitoring

ConfidentialGurugram, Gurgaon / Gurugram, India

8 days ago

Job description

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, you will 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 that supports portfolio managers of a private equity firm in the portfolio monitoring process.

Involve in 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
Business Overview
SWOT analysis
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
Manage the performance and development of junior team members
Handle client calls and periodic communication
Provide project management support to the senior manager
Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations
Provide inputs and ideas to improve TAT and efficiency

What we are looking for-

Masters degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a 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 skills and ability to build a strong team culture

Ability to ensure that tasks are completed on time

Ability to practice attentive and active listening skills

Challenging current thinking by implementing new ways of working

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.

Please Note : We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

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Skills Required

Swot Analysis, Financial Analysis, Ms Office

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Portfolio Analyst • Gurugram, Gurgaon / Gurugram, India