Senior Credit Analyst SKS Enterpprises - Human Resource Planning and Management

10.0 - 14.0 years

0 Lacs

maharashtra

On-site

As the Head of Execution at our client, a SEBI Registered Category-I Merchant Banker specializing in Investment Banking, Financial Advisory, and Debt Capital services, you will play a pivotal role in leading and overseeing the execution of debt syndication deals across various sectors. With a minimum of 10 years of experience in Banking, Corporate Lending, Structured Finance, or Debt Syndication, you will be responsible for managing the lifecycle of transactions from due diligence to structuring to closure and post-deal coordination. Your key responsibilities will include designing complex credit structures, ensuring compliance with regulatory frameworks, and building deep relationships with institutional lenders such as Banks, NBFCs, AIFs, and Corporate Treasuries. You will supervise the preparation of Credit Appraisal Notes, Financial Projections, Information Memorandums, and Investor/Lender Pitchbooks while managing timely delivery of documentation and regulatory approvals. In addition, you will handle stressed asset transactions, work on team building and mentorship, and collaborate across functions to ensure aligned execution and risk controls. Your domain expertise should include a strong grasp of banking operations, credit policy, corporate finance, and RBI guidelines, along with a deep understanding of capital markets, securitization, and structured debt instruments. To excel in this role, you should possess expertise in financial modeling, scenario analysis, and credit risk assessment, along with proficiency in Excel, PowerPoint, and financial software tools. Strong leadership, negotiation, and team management capabilities are essential, as well as excellent written and verbal communication skills for board-level and investor presentations. Preferred qualifications for this role include a CA, MBA (Finance), or CFA, with certifications in Credit Risk, Structured Finance, or Advanced Financial Modeling being desirable. If you have a client-first approach, solution-driven mindset, and the ability to manage multiple high-value transactions under tight timelines with sharp attention to detail, we invite you to apply for this challenging and rewarding position.,

Posted 1 week ago

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Investment Data Analyst - Morningstar Direct Specialist Vallum Capital Advisors

1.0 - 2.0 years

1 - 4 Lacs

Mumbai Suburban

Work from Office

Roles & Responsibilities Build and maintain customized screeners using Morningstar Direct (Global) and ACE Equity to support fund managers in identifying investment opportunities across equity and multi-asset strategies. Translate investment themes into structured screener logic based on valuation metrics, sector classification, factor signals, and technical or fundamental filters. Extract and validate financial data from multiple sources to enable quantitative analysis, performance attribution, and comparative benchmarking. Conduct back-testing of screeners and models to evaluate historical consistency, asset behavior across cycles, and strategy alignment. Automate the generation of screener outputs using tools such as Excel, SQL, or Python, ensuring repeatability and efficiency. Collaborate with senior analysts to convert investment discussions into data-driven outputs and research frameworks. Support the preparation of internal investment memos, dashboards, and presentations based on insights derived from screening tools. Maintain rigorous documentation for all screener logic, methodologies, and changes to ensure transparency and version control. Ensure high accuracy and reliability of screener outputs and research data used in portfolio construction and fund positioning. Contribute actively to product ideation and research innovation through timely, structured analytical support. - This role offers direct exposure to live portfolio construction, fund strategy development, and real-world investment research at a SEBI-registered Portfolio Management firm. - Candidates who have previously worked with fund managers, equity analysts, or in a PMS/AMC environment will be preferred. Preferred Candidate Profile Practical, demonstrable experience with Morningstar Direct (Global) and ACE Equity for building customized investment screeners. Strong understanding of Indian equity markets, mutual funds (Domestic & Global), ETFs (Domestic & Global), and multi-asset strategies, with an analytical mindset. Advanced-level Excel skills are mandatory including dynamic formulas, pivot tables, lookups, and data automation techniques. Foundational knowledge of SQL and Python is essential to support screener automation, data cleaning, and process efficiency. Ability to translate investment themes and qualitative discussions into structured screening logic and quantifiable filters. High attention to detail with a strong focus on accuracy, consistency, and data integrity in outputs used for investment decisions. Skilled in organizing, visualizing, and presenting data-driven insights for internal use by fund managers and senior analysts. Clear communicator able to simplify complex ideas and collaborate effectively with cross-functional research teams. Proactive, self-motivated, and eager to learn across new tools, asset classes, and analytical frameworks. Prior internship or experience in a PMS, asset management company, investment research desk, or wealth platform will be an added advantage.

Posted 1 month ago

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