PB BLIS WM BL Portfolio Management, Analyst

Job Title: PB BLIS WM BL Portfolio Management

Location: Mumbai, India

Corporate Title: Analyst

Portfolio Management (PM) Team is part of PB BLIS WM BL. This is a newly set up team and would be working closely with Lenders / FO team for Subscription Finance product.

Your key responsibilities

• This role is part of the PM Team buildout responsible for 1LoD risk management of the WM Lending portfolio including but not limited to:
• Financial statement analysis
• Credit structuring
• Covenant monitoring/annual reviews/collateral valuations
• Reporting/metrics
• Facilitate closing of new lending transactions
• Work with bankers and other FO staff to ensure client onboarding and pre-closing requirements are met
• Assist PM Team management with implementation of key team deliverables to ensure timely completion of complete team build out.
• Proficient in Microsoft excel, including advanced functions, data analysis tools, and automation through VBA scripting.

Your skills and experience

• Post/ graduate-level degree with analytical skills
• Minimum 3 years' experience in Private Bank/ Wealth Management is preferred
• Ability to work independently, prioritizing multiple tasks and meeting strict deadlines
• Excellent attention to detail and organisational skills are essential
• Strong communication skills with ability to clearly articulate one's viewpoints/ challenges
• Proficient in MS Office applications (Excel, Powerpoint, Word)
• Experience of working for global matrix organisations is preferred
• Good team skills and demonstrable ability to work within clearly defined KOPs
• Enthusiastic and a flexible team player, with an ability to work in a fast-paced, dynamic environment