The primary responsibility would involve working closely with clients to understand their requirements for investment deals in the structured finance space. The individual will play an important role in onboarding, monitoring and other aspects of risk monitoring as required for our institutional clients. The individual would be involved in researching and going through various financial and legal agreements and in monitoring and reporting key metrics of various investments.
Key Responsibilities :
- Onboarding the client's investment portfolio by reviewing and interpreting legal agreements, understanding the servicer or trustees&apos reporting
- Work closely with the clients in supporting them for risk and exposure monitoring of the transactions
- Calculating and monitoring covenants, concentration limits, eligibility criteria, concentration tests and Borrowing Base calculations and other key metrics / tests
- Assist / lead the daily operations of the various workstreams and ensure all deliverables are accurate and timely
- Liaise with the Business Analyst and Implementation team to ensure that the data and logic on our proprietary platforms are accurate
- Mentor and guide the freshers of the team to improve the overall learning curve
- Provide enhanced surveillance to the clients on their portfolios and share critical aspects concerning overall performance proactively
- Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS and processes around deliverables.
Required Experience / Skill Set :
Broad understanding of the Structured Finance products / corporate credit landscape / ABL / CLO / Middle Market Portfolio FinancingIn-depth understanding of core financial and accounting conceptsProficiency in financial modelling using MS ExcelUnderstanding of various financial databases, including Bloomberg, Capital IQ, FactivaAbility to work independently and collaboratively as part of a team in a fast-paced environmentStrong communication skills - written, verbal and interpersonalAbility to work well under pressure to meet strict and aggressive deadlinesDesired candidate must have graduated with / MBA or / advanced degree in finance like CFA, CAIA and FRM.Prior experience of at least 3-5 years with an Investment Bank, Investment Management firm or Financial Advisory firm, preferablyShow more
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Skills Required
CLO