99 Portfolio Monitoring Jobs - Page 3

Role & responsibilities Analysis of historical loan data to understand the pattern from default point of view Apply statistical tool to analyze the pattern and come with detailed assessment Prepare risk dashboard for management which shows all important risk parameters Develop rating model/scorecard for various retail and corporate loans based on historical data Coordinate with various stakeholder for the rating model implementation Prepare and maintain database of loan product from risk assessment point of view Coordinate with IT team for the automation of credit approval process Preparation of regular credit risk reports for Board meeting and other management committee meeting consumption interested candidate may share their resume on astha.pathak@utkarsh.bank.

Note - Fund accounting and NAV calculation people will not work. Job Description: Senior Manager/Associate Director - Investments Manager Research Company's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role is responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into company's research template Organizing and ensuring that the research template is filled in correctly and lacking errors, so it is ready for distribution to company's research group Amending and fixing research template errors based on direction from research group Making sure the accuracy of the data inserted into the research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 8+ years experience in global markets with adequate exposure in multi-asset/alternatives Prior experience in asset management or investment research with strong understanding of investment strategies BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across company to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Suitable/Interested candidates can share their resume at radhika@beanhr.com

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product.

About Corporate and Investment Banking & Investment Research (CIB & IR) As a global leader in knowledge processes, research, and analytics, youll 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 • Comprehensive analysis of financial statements, cash flow projections, management capabilities, industry trends, and potential risks. • Credit Underwriting & conducting end- to end financial modelling for evaluating revenue/cost drivers. • Analysis of projections and understanding operational assumptions driving the estimates, making detailed schedules for working capital analysis, capex, debt and interest, etc. • Valuation Analysis Creation of Cash Flow models, Comparables, DCF models & sensitivity analysis • Preparation of whitepapers, fund marketing materials and presentations • Investment due-diligence including market research, investor overviews, benchmarking, credit-write-ups etc. • Calculating covenants in line with facility agreements and providing a detailed rationale for covenant Met/Breach results • Performing Annual/Quarterly/Monthly reviews and populating associated templates • Providing Ad-hoc support to portfolio managers • Mentoring and training new joiners and acting as a subject matter expert for other team members • Managing the performance and development of junior team members • Handling Client calls and periodic communication • Providing project management support to senior manager and handling project-level tasks e.g. Delivery, Dashboards, QCs, Training, Client management, etc. • Regularly interacting with Portfolio Managers to discuss tasks, templates, and deliverables, and manage expectations • Providing input and ideas for improvement in TAT and efficiency What we're looking for • Financial Modelling • Credit Underwriting • Debt Valuation • Credit Analysis • Investment Due Diligence • Good to have Loan Structuring, M&A transaction understanding, APAC focused. • Experience with Private Debt Credit Funds/Private Credit

Roles and Responsibilities Review and Analysis of historical loan data to understand the pattern from default point of view Experience in NBFC /Housing Loan or Wheels underwriting and Risk Monitoring. Experience in Process/ Policy drafting. Apply statistical tool to analyse the pattern and come with detailed assessment Review and Prepare risk dashboard for management which shows all important risk parameters Develop rating model/scorecard for various retail and corporate loans based on historical data Testing of scorecard/model on a regular basis and update Coordinate with various stakeholder for the rating model implementation Prepare and maintain database of loan product from risk assessment point of view Ensure data is correctly captured in the system and coordinate with different team to fix the issue Coordinate with IT team for the automation of credit approval process Review and Preparation of regular credit risk reports for Board meeting and other management committee meeting consumption Manage a small team to monitor the performance of the asset portfolio Provide regular inputs for risk analytics and detailed data points impacting portfolio quality Coordinate with IT team for various project i.e. NPA, Perfios, Scorecard etc. Preparation of Bank wide Risk Dashboard to reflect Risk trend of the Bank Relevant Experience: Overall 8 + plus years of experience in Banking (preferably Risk). Technical Competencies: Good understanding of Credit risk related jargons like balance sheet, income statements, asset inventory statements Good understanding of various regulatory reports of credit risks Good command of Excel, SQL, etc. Analytical skills as well as a thorough understanding of banking laws, regulation, and policies and the ability to apply and explain complex regulatory, financial, and analytical concepts Interested candidate can share their resume on adarsh.pandey@utkarsh.bank

Relationship Manager-Alternate Asset Group-ARD Funded High Teen Products The key responsibilities of the role will be as follows: Acquiring NTB customers with ticket sizes from 15 200 crs. Managing portfolio in terms of servicing all allocated clients. Structuring & customizing the products to suit the customers requirements Responsible for the end to end monitoring of the portfolio Building distribution to maximize loan book. Job Requirements Min 5 years of experience in Banks / NBFCs Knowledge of Lending products DSA Management expertise Good Communication Skills.

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role

Portfolio Monitoring and Reporting- Alternative Investments, Private Equity What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of skills and topics. Experience with a highly respected multinational organisation in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.

Portfolio Monitoring and Reporting- Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role.

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of skills and topics. Experience with a highly respected multinational organisation in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our . If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering impressive results, please share your CV and cover letter. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Key Responsibilities Supporting a US based PE client in portfolio monitoring Coordinate with multiple teams at client side and help in standardization of templates Help in the implementation of Portfolio Monitoring tool Periodic update of valuation models for financials, performance commentary, key covenant, KPIs and Capital structure etc. Building end to end 3-statement models, comprising of key KPIs, walk to EBITDA from Net income and Capital structure analysis Detailed tranche level debt analysis, including loan tapes update and credit metrices on existing spreadsheets and portfolio managements tools Update underwriting details in loan tapes EBITDA reconciliation from Audited to non-audited financials Due diligence of target companies includes credit comps analysis, historical financial benchmarking, operational benchmarking, model update, Capital IQ screening. Data Management on third party tools like Intralinks, Findox, Shared drive etc. Creating reporting calendars and updating for latest results received. Follow-up for any delay in reporting Extracting key covenants from Credit agreement/legal documents Historical trend analysis for valuations, leverage ratios, ICRs, Adj. EBITDA and other key metrics Validating or re-calculating the covenants as per various lender conventions and Adjusted EBITDA calculations Setting up SOPs (Standard Operating Procedures) by laying down the processes and internal check frameworks to achieve the overall objective Client Management: Understanding project request, and handling client queries Key Competencies MBA finance/CFA/Chartered Accountant 5-8 years of experience in strategy consulting/investment banking/private equity/research sectors Experience in quantitative analysis including financial modelling, trading comps, transactions comps, benchmarking, capital structure, adjusted EBITDA reconciliation, covenant monitoring etc. Excellent in MS Excel to process varied data sets in spreadsheets is highly desirable Strong written and verbal communication skills Ability to work effectively under tight deadlines Dedicated and motivated individuals having demonstrated academic excellence with project management, client relationship management, analytical, and teamwork skills Knowledge of databases such as Capital IQ, FactSet, Bloomberg etc.

Role - Credit Manager - KMPL Support Services-Credit Minimum experience of 3 years under Retai credit underwriting. Minimum qualification MBA Finance or CA. Job Role To evaluate the credit worthiness of various customers applying for car loans, within the prescribed TAT and deciding on the right risk mix for the particular customer. Actively involved in portfolio management which includes understanding the market and monitoring the portfolio. Launching of products based on the market peculiarities which will facilitate business, with adequate mitigants with regard to risk. Monitoring delinquency parameters through constant interactions with the collections team, analyzing trends and suggesting learnings out of the same. Job Skills/Knowledge prerequisites Knowledge of the location / area is an essential criteria. Well versed in the local language apart from Hindi and English. Good knowledge of interpreting financial trends.

Role - Credit Manager - KMPL Support Services-Credit Minimum experience of 3 years under Retai credit underwriting. Minimum qualification MBA Finance or CA. Job Role To evaluate the credit worthiness of various customers applying for car loans, within the prescribed TAT and deciding on the right risk mix for the particular customer. Actively involved in portfolio management which includes understanding the market and monitoring the portfolio. Launching of products based on the market peculiarities which will facilitate business, with adequate mitigants with regard to risk. Monitoring delinquency parameters through constant interactions with the collections team, analyzing trends and suggesting learnings out of the same. Job Skills/Knowledge prerequisites Knowledge of the location / area is an essential criteria. Well versed in the local language apart from Hindi and English. Good knowledge of interpreting financial trends.

- Supported credit policy design & process improvement - Developed risk scorecards with Policy team - Implement key risk metrics & benchmarking - Set up early warning signals with Collections - Collaborate with lenders & bureaus to enrich data Health insurance Provident fund

1. Handling of the daily collateral shortfall and credit limit excess. 2. Monitoring the existing credit facilities . 3. Decent understanding of credit and lending business from a bank's perspective, 4. Portfolio Monitoring 5. Preparation of management information .

Role & responsibilities Hiring: Zonal Manager RCU (Risk Control Unit) Location: Jaipur Experience: 812 years Qualification: Any Graduate Company: Namdev Finvest Private Limited Namdev Finvest is looking for an experienced professional to lead fraud control and risk management operations across the zone. The ideal candidate should possess a keen eye for detail, proactive risk mitigation abilities, and strong coordination skills with internal and external stakeholders. Key Responsibilities: Identify early warning signals and enhance existing risk triggers Develop and update policies, SOPs, and operational guidelines based on gap assessments Manage end-to-end risk identification, remediation planning, and monitoring Set up centralized monitoring for sampling and hunter activities Monitor field investigation reports and ensure timely closures Coordinate with cross-functional teams to mitigate emerging fraud risks Conduct root cause analysis and implement systemic improvements Build and present fraud trend MIS reports to senior management Train and sensitise field and branch staff on fraud detection and control measures Ensure compliance with internal policies and regulatory guidelines Apply Now: Send your updated CV to anshika1@namfin.in Be part of a purpose-driven organization focused on building a secure and resilient financial ecosystem. Preferred candidate profile

Credit Monitoring - Commercial Lending Location: Gurugram Summary: We are seeking an experienced Portfolio Manager specializing in Commercial Lending. The ideal candidate will have extensive knowledge of capital markets, private credit, and equity markets, combined with expertise in portfolio management, debt management, and financial modeling. This role focuses on managing commercial loans and corporate debt, monitoring cash flows, and ensuring the financial health of our portfolio. Your Future Employer: Join a leading financial institution known for its innovative approach and commitment to excellence. Be part of a collaborative team that values professional growth and offers opportunities to make significant contributions to the organization's success. Responsibilities: 1. Conduct portfolio analysis to assess performance and risk. 2. Manage corporate debt and commercial loans, ensuring compliance with covenants. 3. Develop financial models to project cash flows and analyze lending opportunities. 4. Monitor portfolio performance and prepare regular reports for senior management. 5. Optimize cash flow positions and develop strategies to mitigate risks. Requirements: 1. Bachelor's degree in Finance, Economics, Business Administration, or a related field. MBA or CFA preferred. 2. Minimum of 5 years of experience in capital markets, commercial lending, or related areas. 3. Proven expertise in portfolio management, debt management, and financial modeling. 4. Strong analytical and quantitative skills, with proficiency in financial software and modeling tools. 5. Excellent communication and presentation skills, with the ability to convey complex financial information to stakeholders. What is in it for you: 1. Opportunity to work with a leading financial institution and impact significant investment decisions. 2. Collaborative and innovative work environment. 3. Competitive salary and comprehensive benefits package. 4. Professional development and growth opportunities. Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on radhika.agrawal@crescendogroup.in for a confidential discussion on the role. Disclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status. Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated. Keywords- portfolio management, debt management, financial modeling, commercial loans, corporate debt, monitoring cash flows, Crescendo, Crescendo Global

Credit Monitoring - Commercial Lending Location: Gurugram Summary: We are seeking an experienced Portfolio Manager specializing in Commercial Lending. The ideal candidate will have extensive knowledge of capital markets, private credit, and equity markets, combined with expertise in portfolio management, debt management, and financial modeling. This role focuses on managing commercial loans and corporate debt, monitoring cash flows, and ensuring the financial health of our portfolio. Your Future Employer: Join a leading financial institution known for its innovative approach and commitment to excellence. Be part of a collaborative team that values professional growth and offers opportunities to make significant contributions to the organization's success. Responsibilities: 1. Conduct portfolio analysis to assess performance and risk. 2. Manage corporate debt and commercial loans, ensuring compliance with covenants. 3. Develop financial models to project cash flows and analyze lending opportunities. 4. Monitor portfolio performance and prepare regular reports for senior management. 5. Optimize cash flow positions and develop strategies to mitigate risks. Requirements: 1. Bachelor's degree in Finance, Economics, Business Administration, or a related field. MBA or CFA preferred. 2. Minimum of 5 years of experience in capital markets, commercial lending, or related areas. 3. Proven expertise in portfolio management, debt management, and financial modeling. 4. Strong analytical and quantitative skills, with proficiency in financial software and modeling tools. 5. Excellent communication and presentation skills, with the ability to convey complex financial information to stakeholders. What is in it for you: 1. Opportunity to work with a leading financial institution and impact significant investment decisions. 2. Collaborative and innovative work environment. 3. Competitive salary and comprehensive benefits package. 4. Professional development and growth opportunities. Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on radhika.agrawal@crescendogroup.in for a confidential discussion on the role. Disclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status. Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated. Keywords- portfolio management, debt management, financial modeling, commercial loans, corporate debt, monitoring cash flows, Crescendo, Crescendo Global

The SCA will be responsible for structuring working capital and term loan cases, validating CMA data, preparing investor/lender pitch decks, and ensuring bank ready documentation for all client mandates across company’s credit-related verticals.

We are looking for a passionate, energetic individual to join our Lending Servicesdivision. You will be part of team working as an extension to our Europeanbased client ensuring we fulfill the applicable SLAs. Key Responsibilities Project Finance Portfolio Monitoring Credit Review: Perform detailed annual and quarterly credit reviews for allocated projects, assessing performance against original underwriting assumptions and covenants. Analyze financial, operational, and technical performance of the projects, including key project milestones (for construction phase) and actual vs. budget comparisons (for operational phase). Monitor key financial metrics such as DSCR, LLCR, PLCR, IRR, and coverage ratios, flagging early warning signals. Construction Phase Monitoring: Review EPC progress, cost reports, drawdowns, variation orders, contingency usage, and timelines. Analyze project risk registers and mitigation strategies, ensuring alignment with lender expectations. Track completion tests, project milestones, and compliance with debt service commencement requirements. Operational Phase Monitoring: Assess plant availability, capacity utilization, OM performance, and major maintenance plans. Review revenue streams (e.g., PPA tariffs, offtake arrangements), operating costs, and adherence to financial covenants. Identify sector-specific risks (e.g., curtailment risk in wind/solar, toll collection efficiency in roads) and analyze their potential credit impact. Stakeholder Communication: Liaise with internal credit teams, relationship managers, and if required, borrowers or third-party consultants to gather key information. Prepare and present clear, concise review memos, highlighting key credit concerns and recommendations. Regulatory and Compliance Support: Ensure compliance with internal risk rating models and regulatory requirements relevant to project finance exposures. Support internal audits and regulatory reviews by providing necessary documentation and analysis. Key Competencies 4+ years of experience in project finance, credit analysis, or portfolio monitoring, preferably across infrastructure and energy sectors. Strong understanding of project finance structures, financial modelling, and risk assessment. Familiarity with sector-specific KPIs, regulatory frameworks, and performance benchmarks. Proficiency in financial analysis tools (Excel, Factset, CapitalIQ, etc.); exposure to project finance models is a plus. Excellent written and verbal communication skills for preparing high-quality review notes and engaging with stakeholders. Ability to manage multiple priorities and meet tight deadlines under minimal supervision.

Job Summary: The Senior Analyst Venture Capital will be responsible for supporting our clients investment team in the analysis and management of venture capital investments. The client is a leading Middle East-based PE and VC fund. Key Responsibilities: 1. Portfolio Monitoring and Analysis : A. Track the financial and operational performance of portfolio companies, including key performance indicators (KPIs), revenue growth, and operational milestones. B. Conduct regular financial analysis, including forecasting, budgeting, and valuation updates, to assess the health and progress of portfolio companies. C. Identify potential risks and opportunities within the portfolio and make strategic recommendations to address them. 2. Value Creation and Strategic Support : A. Work closely with portfolio company management teams to develop and implement growth strategies, including market expansion, product development, and operational improvements. B. Support portfolio companies in treasury functions management, including preparing financial models, investor presentations, and due diligence materials. 3. Reporting and Communication : A. Prepare detailed reports on portfolio company performance for the firms investment team, limited partners, and other stakeholders. B. Maintain clear and consistent communication with investment team, keeping them informed of expectations and providing feedback on performance. C. Create fund performance ratios and keep track of quarterly performance reports basis on the portfolio performance. 4. Exit Planning and Execution : A. Assist in the development and execution of exit strategies for portfolio companies, including mergers, acquisitions, and public offerings. B. Work with external advisors, legal teams, and investment banks to facilitate successful exits and maximize returns for the firm. C. Analyse potential exit scenarios and provide recommendations on timing and approach. 5. Risk Management : A. Monitor and assess risks associated with portfolio companies, including market, financial, and operational risks. B. Develop and implement risk mitigation strategies in collaboration with portfolio company management teams. C. Ensure compliance with legal, regulatory, and governance standards across the portfolio. Qualifications: Education : Bachelors degree in Finance, Business Administration, Economics, or a related field. An MBA or advanced degree, CFA or CA designation is preferred. Experience : 3-5 years of experience in venture capital, investment banking, management consulting, or a technology-focused role in a startup. Skills : A. Strong financial modeling, analysis, and valuation skills. B. Deep understanding of the venture capital landscape, particularly in early-stage technology investments. C. Excellent communication, presentation, and relationship management skills. D. Ability to work independently and collaboratively within a team. E. Proficiency in financial software, Excel, PowerPoint, and CRM tools. Key Competencies: Strategic Thinking : Ability to develop and implement strategies that drive growth and value creation for portfolio companies. Analytical Mindset : Strong ability to analyze financial and operational data to inform decision-making and improve portfolio performance. Interpersonal Skills : Ability to build and maintain strong relationships with portfolio companies, investors, and other stakeholders. Problem-Solving : Ability to identify challenges and develop effective solutions to enhance portfolio company performance. Performance Metrics: Success in driving growth and value creation for portfolio companies. Effective monitoring and reporting of portfolio company performance. Contribution to the successful execution of exit strategies. Positive impact on the overall performance and returns of the firms venture capital portfolio.

Immediate Joiners Preferred We're looking for a tech-savvy Consultant experienced in iLevel software , has experience in building/ editing templates for ingestion, data connections, data items (calculated & static) and portal pages , to join a fast-paced team focused on finance and accounts transformation. This is an exciting opportunity for someone who thrives on problem-solving, collaboration, and driving digital efficiencies. Location: Remote Your Future Employer: A global, innovation-driven business solutions provider Responsibilities: 1. Creating dynamic iLevel templates, reports, charts, and graphs for recurring use 2. Enhancing and testing the iLevel Data Model to meet client-specific reporting needs 3. Validating financial models and resolving data/formula breaks efficiently 4. Extracting and formatting data in Excel for recurring portfolio monitoring tasks 5. Collaborating with stakeholders to independently manage multiple iLevel implementation projects Requirements: Minimum 2 years of experience with iLevel software and advanced Excel skills Proficiency in creating iGets and templates for data extraction Exposure to Python, Tableau, and Monday.com is a plus Educational background: B.Com / M.Com / MBA Strong analytical mindset, team player attitude, and proactive communication skills What's in It for You: Competitive compensation and benefits. A chance to work with a global leader and fast-track your career growth through continuous upskilling and innovation-driven projects. Chance to actively contribute to a positive and inclusive team culture. Be part of a fast-growing organization. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. YOUR IMPACT The Asset and Wealth Management Division (AWM) team is seeking an associate to join the Documentation Operations organization offering dedicated support for the high growth investing business within AWM. This is an exceptionally diverse role that entails collaboration with Global Investing, Strategists, Engineering, Controllers, Legal, Risk, Credit, Tax, Compliance across Operational groups to facilitate business that is multi-asset, dynamic and bespoke. OUR IMPACT The Alts Private Investments Documentation Team is responsible for the sourcing, review, organization, and distribution of critical investment documentation related to private credit transactions. This includes credit agreements, amendments, agent notices, and related documents. The team ensures that both internal and external stakeholders receive accurate and timely documentation to support investment decision-making, risk management, and regulatory compliance. JOB SUMMARY AND RESPONSBILITIES The successful individual will be expected to work in a team of professionals and be able to be commercial, critical creative whilst ensuring the highest level of risk management. Document Sourcing: Engage with external agents, counterparties, legal counsels, and internal investment teams to obtain executed credit agreements, amendments, agent notices, waivers, and other relevant documentation. Document Validation: Review documents for completeness, accuracy, and consistency before distribution. Timely Distribution: Ensure prompt delivery of all sourced documents to internal stakeholders (investment, operations, legal, risk teams) and external parties as necessary. Recordkeeping: Maintain organized and secure digital repositories of all sourced documentation, ensuring version control and audit readiness. Stakeholder Communication: Serve as a liaison between investment professionals, operations teams, legal counsels, custodians, and third-party agents regarding documentation needs. Process Improvement: Identify gaps and inefficiencies in the sourcing and distribution workflow; propose and implement solutions to enhance timeliness and quality. Reporting and Metrics: Maintain logs of sourcing activities and generate regular reports on document status, outstanding items, and turnaround times. Face off with senior stakeholders and drive priorities Exhibit excellent judgement problem-solving skills, particularly in the context of a new team with or without existing precedents BASIC QUALIFICTIONS Bachelor s degree with a minimum of three years of experience in financial services, preferably in a data operations role. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment Strong knowledge or prior experience in an Operations role