Lead Analyst - Structured Finance + Credit Analysis

levelRole: Lead Analyst : Fund Finance (Structured Finance + Credit Analysis)

Location

Experience Range

Shift Timings

Job Summary

We are seeking a highly motivated Investment Management Analyst to join our team. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients.

Responsibilities:

• Deal Management:

  Collaborate closely with PHG Deal Analysts to assist in investment management and monitoring activities for the deals.

• IC Memos:

  Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies.

• Term sheets:

  Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing.

• Due Diligence:

  Perform pre-deal due diligence to assess risk and investment potential.

• Surveillance and Reporting:

  Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals.

• Cashflow Modeling:

  Develop and update cashflow models for PHG deals. Monitor key metrics to assess risk and expected returns.

• Projection Models and Sensitivity Analysis:

  Create and update projection models and run sensitivity analysis to judge the performance of the deal.

• Sector-Level Analysis:

  Update monthly sector-level presentations and pro-actively highlight potential issues to senior management.

• Covenant Monitoring:

  Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis.

• Ad Hoc Projects:

  Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events.

• Client request/ Compliances:

  Ensure compliance with investor requirements from an investment management perspective.

• Data and Tools:

  Leverage advanced tools such as Python for in-depth analysis. Utilize Tableau for enhanced data visualization.

Skills Required:

• MBA in Finance, CFA, or CA qualification.
• Experience in analyzing Corporate Credit Analysis is a plus.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word).
• Ability to summarize complex information succinctly and efficiently.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects in a fast-paced environment.
• Detail-oriented with a commitment to accuracy and precision.
• Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.

Thorough understanding of basic financial concepts and the ability to critically implement them

Location

Bangalore