167 Portfolio Monitoring Jobs - Page 6

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

The portfolio construction specialist will be an integral part of the Fixed Income Solutions portfolio management team. Initial focus of the role will work closely with LDI Team with in the Fixed income solutions group and provide support to Portfolio Managers by helping with portfolio monitoring, trade construction, constraint compliance and ensuring risk is appropriate to meet client objectives. The role will also support the new business generation and servicing of existing clients. This individual will also collaborate closely with strategists and technology teams to improve efficiency and scale of our analytics and execution process. Responsibilities Regularly review portfolio characteristics (eg duration, credit risk), cash levels, and account consistency; make recommendations to Senior portfolio managers and sector PMs Work with portfolio managers to help implement current investment views across accounts with varying objectives and constraints Construct trades for long duration, LDI, Buy Maintain and Cash Flow Matching portfolios based on investment guidelines Collaborate with the Multi-asset solutions team to develop liability benchmarks and manage flows Help design and model client portfolios through GSAM internal systems, that align with GSAM views and client objectives for existing and prospective clients Analyze and attribute portfolio performance on a regular basis Work with Technologists and Strategists to enhance and scale our analytics and technology Provide topical market-based or customized client-facing analysis as needed Support client service with ad hoc portfolio and market commentaries, analyses and deliverables Qualifications Bachelors or Masters degree of Finance, Economics, Business or Commerce. Strong communication and interpersonal skills. Strong analytical skills and keen attention to detail Ability to multi-task and meet multiple deadlines Enthusiasm for Fixed Income products and markets CFA is a plus

Specific Responsibilities May Include: Tracking/reporting/analyzing investor/investment/portfolio metrics Gathering data and assisting with internal/external information requests Supporting AWM s quarterly portfolio company monitoring process using iLevel software Designing/enhancing processes and supporting/furthering technology initiatives related to the above responsibilities Additional responsibilities will be based on the needs of the division and the candidate s specific skills Qualifications: Bachelor s Degree in Accounting, Finance or other business discipline Minimum 2-4 years related work experience (May 2020 - December 2022 graduation dates) Strong analytical skills and detail orientation Strong interpersonal and communication skills, oral as well as written Strong coordination and organizational skills Ability to multi-task and meet tight deadlines Ability to work independently in a small team, exhibit initiative and be proactive Ability to organize and analyze large volumes of information Facility with and interest in working on technology initiatives Team player, willing to help in areas not explicitly related to job duties Comfortable working in a fast-paced, high-energy environment Strong Excel, Word, PowerPoint skills

Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety polices that are available for all workers upon request. There are no specific health risks associate with the role. Produce and present periodic portfolio company monitoring, including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics and key company developments, particularly those with implications for investment performance Maintain portfolio company models as part of the asset management process Track company compliance with financial covenants Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook Prepare and maintain portfolio analytics for portfolio management purposes Participate in strategic projects regarding portfolio management, portfolio monitoring and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting as we'll as marketing materials Liaise across internal business teams and external counterparties to service investment level requests Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent Minimum of 1-3 years of relevant experience Accounting knowledge, valuation and financial modeling aptitude (required) Solid analytical / logical mindset and attention to detail Strong written and verbal communication skills Strong project planning, organization, and time management skills Ability to work under pressure and meet deadlines

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Collection Manager handles the Risk 60 portfolio of specific products. The Collections manager ensures NPA resolution and manages the portfolio as per the existing process. The Collections Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities • Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement • Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level • Ensure adherence to the set process and audit requirements in place • Ensure minimum forward flow from the buckets Qualifications Optimal qualification for success on the job is: • Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge and understanding of collections and market dynamics. • Excellent vendor management skills. • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language. • Ability to manage complex client situations. • Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. • Ability to handle pressure and meet deadlines

Job Description Periodic review and modification of DA Board policy and Pool selection criteria Preparation of Monthly dashboard and quarterly heath review of portfolio. Management discussion with Bank/NBFC who is proposing to sell pool. Management discussion is done to understand the sourcing, underwriting, portfolio management & collection process. Fixing & reviewing pool criteria for different products. Pool criteria are shared with Bank/NBFC which helps them carve out pool as per YBL requirements. Review of Loss Estimation Report given by Rating agency. Preparing Portfolio cuts & pool Characteristic for IOM which is put up for approval Review of IOM before it is put up for approval Coordinating with Bank/NBFC for due diligence. (Location of due diligence, Scan/Physical files, Infrastructure system/manpower support) Preparation of pool selection checklist for due diligence product wise. Review of the due diligence done by Credit & Operations. Engaging with Business/ Credit / Operations (internal stake-holders) and Bank/NBFC (external stake-holders) to close queries/open points of review. Monitoring of portfolio product wise and identify key performance indicator. Engagement with originator to understand delinquency trends and reasons for delinquency. Tracking of exceptions/deferrals taken by Business & follow up for closures. Engagement with Compliance/ Governance / Internal audit for data submissions and closure of queries/ clarifications. What we are looking for Good understanding of Retail Asset products – Mortgages/Vehicles/Microfinance/ unsecured Strong knowledge & experience of analyzing large data sets Good MS Excel knowledge Excellent communication skills (written/oral) Strong Analytical skills Should take complete ownership of assigned activity. Pro-active and flexible Qualification and Experience required CA / MBA Candidate should be having at least 2-5 (Manager/ senior Manager) 5-10 years’ (AVP position) experience in Retail Asset products – Securitisation/Credit/Sales/Operations

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 CSR policy page. 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.

Greetings! We are hiring for leading Fintech Company and we are seeking an exceptional Associate/Senior Associate to join our dynamic team! Job Title : Associate/Senior Associate . Experience : 3 to 8 years. Location : Hitech City Hyderabad. The primary responsibility would involve working closely with global investment banks or asset managers in monitoring their investments across corporate credit portfolios. The transactions could be direct investments or providing leverage on a portfolio of corporate credits. The role would entail carrying out credit analysis of middle market and leveraged loans and monitoring the ongoing performance after the loan has been onboarded. Key Responsibilities Supporting clients in monitoring the performance of their investments in corporate credit across various sectors Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, and budgets Monitor financial covenants(leverage ratios, interest coverage ratios and more) and other credit metrics to highlight any red flags on the credits Firm grasp on financial statements, ratios, MS Excel, and other MS tools Manage data for transactions on the platform Validate performance reports and dashboards on the platform and resolve data or accuracy related issues Be the primary QC in charge and mentor for teammates who can help streamline the work flow across the team Required Experience/ Skill Set Good understanding of the commercial lending process Understanding of leveraged loan structures and underlying documentation Experience in credit appraisals, report writing and capital structure analysis, pro-forma analysis The candidate should possess a highly analytical mind with a high level of attention to detail Ability to work independently and collaboratively as part of a team in a fast-paced environment Strong communication skills - written, verbal and interpersonal Ability to work well under pressure to meet strict and aggressive deadlines For Associate level, minimum three years of relevant work experience post an MBA (Finance Major) For a Senior Associate, minimum four to six years of relevant work experience post an MBA (Finance Major) with a stellar performance curve Prior experience with Investment Bank, Investment Management firm, Financial Advisory firm or KPOs as a credit analyst is beneficial

Role & responsibilities Maintaining operational and credit risk controls over sanctioned and disbursed portfolio by effectively applying monitoring tools. Monitoring portfolio to assess delinquency trends across various locations, profiles, programs, products, other parameters. Analyzing trends regularly to understand overall portfolio behaviour and also reasons for defaults by individual customers/ segments and accordingly suggesting appropriate modifications in policy, programs etc. based on trends observed. Competition benchmarking (peers and industry level) and tracking portfolio trends which will help in improving product and policy framework. Maintaining, enhancing and managing the Early Warning System (EWS) mechanism. Designing and developing various portfolio decks for the monitoring of portfolio delinquency, repayment and outstanding segment wise, disbursements and sanctions across various critical parameters and demography. Deriving and highlighting analytical insights from the portfolio monitoring to senior management and stakeholders in order to augment policy decisions across various parameters like demography, customer segments, industry, etc. Planning, developing and executing reporting activities that would help in managing the credit perspective through various analytical approaches Preparing review notes and presentations for senior stakeholders Handling internal and regulatory audit which includes circulating and highlighting summary findings to senior management Coordinating with various internal stakeholders for arranging data availability for effective review and monitoring purposes Hind-sighting of credit policy implementation Training to front-line team Portfolio house- keeping Complaint management /resolution providing to ground team related to all program and guidelines Business development and lifecycle management of RMs including driving knowledge management & KPI driving for SME segment teams Preferred candidate profile

AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse, and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring , which is a critical element of the investing process, as well as portfolio management . Team members will be aligned by Private Credit strategy. Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Produce and present periodic portfolio company monitoring , including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics, and key company developments, particularly those with implications for investment performance. Maintain portfolio company models as part of the asset management process. Track company compliance with financial covenants . Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook. Prepare and maintain portfolio analytics for portfolio management purposes. Participate in strategic projects regarding portfolio management, portfolio monitoring, and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting, as well as marketing materials. Liaise across internal business teams and external counterparties to service investment level requests. Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent. Minimum of 1-3 years of relevant experience . Accounting knowledge, valuation, and financial modeling aptitude (required). Solid analytical/logical mindset and attention to detail. Strong written and verbal communication skills . Strong project planning, organization, and time management skills . Ability to work under pressure and meet deadlines.

Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our General Counsel Shared Services Team and feel like youre part of something bigger. General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. General Counsel Shared Services: The General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It will provide operational support and services to the General Counsel function. Three key verticals of GC shared services are:- Reporting and Systems - Central hub in GC for all reporting and systems related activities. Operations - This is bouquet of various service offering for GC like Training Admin, support in Europe compliance, information barriers, legal and co sec ops. Investment Compliance - Compliance team in India provides effective monitoring of FIL’s funds to ensure compliance with funds’ mandates and regulatory rules in verticals like Portfolio compliance Monitoring, Investment Management Compliance Advisory and Investment Management Compliance Monitoring. Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FIL’s Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon. The team is primarily responsible for performing End of Day (“EOD”) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system. The Portfolio Monitoring team also provides compliance guidance and support to FIL’s investment professionals, including Portfolio Managers across all asset classes, Portfolio Support Groups, Investment Risk and Portfolio Analytics teams. In relation to its portfolio compliance monitoring responsibilities, the team also engages with FIL’s institutional services and product management teams and other support functions, including local compliance officers, legal and investment services globally. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelity’s Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About your role You will be playing a key role within the team with respect to the launch of new investment products, take-on process for new mandates and amendments of existing investment guidelines by communicating with various colleagues – within investment compliance as well as externally, on the suitability of the investment restrictions and ensuring that investment restrictions are accurately coded in the Charles River compliance system. Key Responsibilities Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus / investment mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into compliance systems for ongoing monitoring of funds/accounts’ guidelines; Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded; Regular Rule maintenance on compliance system i.e. CRD; Conduct Account Mapping / Review viz a viz applicable rule; Continuously improve compliance monitoring of guidelines and regulatory rules by assisting with compliance rule testing, new rule development, improving the automated monitoring of rule and ensuring rules are working as intended; Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams; Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls in coding rules; Research ad-hoc queries from compliance reporting team to determine if client portfolio is in line with the investment guidelines; Assist in resolving queries with regional compliance teams; Assist with ongoing review of relevant processes and procedures to ensure best practice; Assist in a range of FIL-wide projects or tasks; Assist with ad-hoc compliance monitoring tasks, as required. Experience and Qualifications Required Experience in Investment compliance guideline rule coding in Charles River is a must; Good understanding of Charles River system workflows and parameters; Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; Technology Savvy with experience in writing high quality, readable, reusable, testable code; Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; Good instrument knowledge of equities, fixed income and derivatives; Must have understanding of ESG guidelines and frameworks; Be a strategic thinker, possess strong facilitation and data gathering skills; Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; CFA or Bachelor of Business or Commerce preferred; Business-level verbal and written English communication / presentation skills; Positive team player as well as the ability to work on their own initiative; Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes. Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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

Roles and Responsibilities Review and 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 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 7 + 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

Senior Credit Analyst Insurance (Financial Modelling) – 2 Years – Pune Location – Pune (Hybrid) An excellent opportunity to join a global credit risk team, where you will support insurance sector analysis across North American and European markets. This role blends financial modeling, regulatory tracking, and client interaction in a hybrid work environment. Your Future Employer – A globally respected analytical and ratings powerhouse with a strong presence in financial markets, known for insight-driven credit evaluation and decision support. Responsibilities – Support global credit analysts in tracking and analysing the creditworthiness of insurance companies. Monitor industry trends and regulatory changes in global insurance markets to proactively identify credit triggers. Perform in-depth financial analysis, build models, projections, and conduct peer benchmarking . Draft internal credit assessment packs and assist in creating publishable credit rating reports. Collaborate effectively with international clients and stakeholders while ensuring process and compliance adherence. Requirements – 2–5 years of experience in credit risk analysis , insurance sector research , or financial institutions analysis . Expertise in financial modelling and interpretation of international financial statements. Strong verbal and written communication for report writing and stakeholder collaboration. Familiarity with insurance KPIs, regulatory frameworks, and credit ratings methodology. MBA (Finance, Full-time) or CA – mandatory. What is in it for you – Work with a global insurance analytics team . Exposure to international credit markets and rating methodologies. Build deep sectoral knowledge across leading insurance firms. Flexible hybrid working model with learning-focused culture. Reach us – If you believe this role matches your career path, send your updated CV to parul.arora@crescendogroup.in for a confidential discussion. Disclaimer – Crescendo Global is a niche recruitment firm specializing in senior and leadership hiring. We value diversity and inclusion and provide equal opportunities for all qualified applicants. Note – We receive a large volume of applications daily. If you do not hear back from us within 1 week, please consider your application not shortlisted. Your patience is appreciated. Profile Keywords – Credit Risk Analyst, Insurance Analytics, Financial Modelling Jobs, Credit Research, Credit Rating Jobs, CA Analyst Jobs, MBA Finance Roles, Insurance Domain Jobs, Credit Assessment, Financial Analysis, Pune Hybrid Jobs, Crescendo Global Jobs

Manager -Credit Monitoring - 6+ years -Hyderabad Location: Hyderabad Summary: We are seeking a skilled and experienced Manager to join our growing Portfolio Management Group. The primary responsibility of this role is to work closely with clients to monitor the performance of financing transactions across various asset classes in structured finance, covering different geographies. The ideal candidate will possess strong technical skills and a holistic understanding of the commercial lending domain. Your Future Employer: A leading financial services firm known for its expertise in structured finance and investment banking. The company provides a dynamic and growth-oriented environment for professionals looking to advance their careers. Responsibilities: 1. Collaborate with clients to monitor investment transactions across multiple asset classes. 2. Demonstrate a solid understanding of commercial lending processes, particularly corporate loans. 3. Manage the financial spreading and covenant monitoring processes, ensuring accuracy and compliance. 4. Supervise and lead a team of financial analysts. 5. Conduct financial statement analysis and review loan agreements. Requirements: 1. Advanced proficiency in MS Excel. 2. Superior communication skills written, verbal, and interpersonal. 3. Bachelor's degree/MBA/advanced degree in finance. 4. Extensive experience in credit analysis/financial spreading or a similar role, with at least 1-2 years in a leadership position. What is in it for you: 1. Opportunity to work with a leading financial services firm. 2. Dynamic and growth-oriented work environment. 3. Exposure to a variety of asset classes and geographies. 4. Leadership and team management experience. 5. Competitive compensation and benefits package. 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: Financial spreading, corporate credit, credit analysis, investment banking, commercial lending, structured finance, financial analysis, Crescendo, Crescendo Global

Location: Hyderabad Summary: We are seeking a skilled and experienced Manager to join our growing Portfolio Management Group. The primary responsibility of this role is to work closely with clients to monitor the performance of financing transactions across various asset classes in structured finance, covering different geographies. The ideal candidate will possess strong technical skills and a holistic understanding of the commercial lending domain. Your Future Employer: A leading financial services firm known for its expertise in structured finance and investment banking. The company provides a dynamic and growth-oriented environment for professionals looking to advance their careers. Responsibilities: 1. Collaborate with clients to monitor investment transactions across multiple asset classes. 2. Demonstrate a solid understanding of commercial lending processes, particularly corporate loans. 3. Manage the financial spreading and covenant monitoring processes, ensuring accuracy and compliance. 4. Supervise and lead a team of financial analysts. 5. Conduct financial statement analysis and review loan agreements. Requirements: 1. Advanced proficiency in MS Excel. 2. Superior communication skills written, verbal, and interpersonal. 3. Bachelor's degree/MBA/advanced degree in finance. 4. Extensive experience in credit analysis/financial spreading or a similar role, with at least 1-2 years in a leadership position. What is in it for you: 1. Opportunity to work with a leading financial services firm. 2. Dynamic and growth-oriented work environment. 3. Exposure to a variety of asset classes and geographies. 4. Leadership and team management experience. 5. Competitive compensation and benefits package. 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: Financial spreading, corporate credit, credit analysis, investment banking, commercial lending, structured finance, financial analysis, Crescendo, Crescendo Global

Looking for 5+ Yrs of working experience into Credit underwriting from NBFC , BFSI Industry . Job details : Dealing with different quality of financial information, analysis of financial statements, identifying & making risk relevant adjustments & calculating key ratios Research into industries competitive environment and risk Taking a view in situations of limited information and giving solid motivation of the same Assessing corporate credit risk, rating corporates and writing concise credit notes on identified risk and mitigating factors

Basic Section No. Of Position 1 Grade NA Level Analyst, Credit Organisational BUSINESS Birla Pivot BUSINESS_UNIT-1 Birla Pivot BUSINESS_UNIT-2 Birla Pivot BUSINESS_UNIT-3 Birla Pivot DEPARTMENT-1 Birla Pivot Partners Country India State Karnataka Worksite Bangalore Industry -- Function Strategy & Planning Skills Skill Underwriting Unsecured Loan Minimum Qualification Bachelor Of Commerce (Honours) CERTIFICATION No data available About The Role Conduct comprehensive credit analyses and assessments to evaluate borrower creditworthiness, support informed lending decisions, and ensure the maintenance of a high-quality books of accounts. Key Responsibilities Credit Assessment: Analyse credit applications and financial statements to assess the creditworthiness of buyers, evaluating factors such as income, assets, liabilities, and payment history. Utilize credit scoring models and risk assessment tools to evaluate credit risk and recommend appropriate credit limits and terms. Financial Analysis: Conduct comprehensive financial analyses, including cash flow analysis, ratio analysis, and trend analysis, to evaluate the financial health and stability of buyers. Identify potential credit risks and red flags, highlighting areas of concern and recommending mitigating actions to the Lead Underwriter. Documentation and Due Diligence: Ensure accuracy and completeness of credit documentation, credit reports, and supporting financial documents. Perform due diligence checks on buyers, verifying information provided and conducting background checks as necessary to assess credit risk accurately. Communication and Reporting: Communicate credit decisions, recommendations, and risk assessments effectively to the Lead Underwriter and other relevant stakeholders. Prepare comprehensive credit analysis reports and presentations, summarizing findings, conclusions, and recommendations for review and approval. Portfolio Monitoring: Monitor the credit portfolio for early warning signs of credit deterioration, delinquencies, and defaults, escalating issues to the Lead Underwriter as appropriate. Assist in the ongoing monitoring and management of existing credit exposures, including periodic review of credit limits and terms. Qualification & Skills Bachelors degree in finance, Accounting, Economics, or related field required, masters degree preferred. Minimum of 3 years of experience in credit analysis, banking, or financial services industry. Strong analytical skills, with the ability to interpret financial data, conduct financial analyses, and assess credit risk accurately. Exceptional attention to detail, with a focus on accuracy and precision in credit analysis and documentation. Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely. Ability to work effectively in a team environment, collaborating with colleagues and stakeholders to achieve common goals.

Job Purpose: This role is responsible to lead the development and oversight of credit policies for the Consumer Durable Loans portfolio. The ideal candidate will have a strong understanding of consumer lending risk, product-specific dynamics, and customer behavior in the consumer finance space, particularly within banks or NBFCs. Key Responsibilities: Develop and manage credit policies for Consumer Durable Loans across various products and geographies. Design rule-based or scorecard-driven underwriting criteria in line with risk appetite and market trends. Work closely with OEMs, retailers, and sales finance teams to align credit policies with business strategy. Monitor portfolio performance, delinquencies, and credit cost; recommend policy changes to maintain portfolio health. Leverage customer, bureau, and alternate data to refine segmentation and enhance decision accuracy. Coordinate with product, technology, and analytics teams to implement policies within digital and assisted journeys. Ensure compliance with internal credit standards, regulatory guidelines, and audit requirements. Conduct regular policy reviews and provide insights for new product launches or strategic partnerships. Job Requirements: Post Graduate / MBA 8+ years of experience in credit policy, preferably with exposure to Consumer Durable Loans in a Bank or NBFC Experience working with fintech partners or embedded finance models Understanding of retail merchant network dynamics and POS financing In-depth understanding of consumer durable finance, including EMI schemes, zero-cost financing, and manufacturer-led subvention models. Strong expertise in credit policy formulation, risk assessment, and scorecard development Experience with credit bureau data, partner integrations, and digital credit decisioning tools Strong analytical and communication skills with experience in cross-functional collaboration Proficiency in Excel, SQL, and analytics platforms (SAS, Python preferred)

Credit Monitoring - Evening Shift - 3+ years Location: Gurgaon Summary This role offers an exciting opportunity to work in the leveraged finance space, supporting complex transactions and managing end-to-end loan operations during US business hours. You will work closely with legal documentation, financial models, and covenant tracking processes, while also playing a key role in mentoring junior team members and driving process improvements. Your Future Employer A global financial services firm recognized for its robust credit and asset management capabilities. The organization offers excellent opportunities for learning, collaboration, and growth within a performance-driven culture. Responsibilities Review legal documents including credit agreements, term sheets, note purchase agreements, and investment memos to extract and interpret financial and covenant data Build and update risk and borrowing base models, conduct stress testing, and assess headroom across key risk metrics Monitor transaction-level covenants, triggers, and performance indicators to ensure compliance and identify early warning signs Manage day-to-day loan operations such as drawdowns, rollovers, repayments, and rate resets for syndicated and bilateral facilities Collaborate with internal teams to validate report outputs, streamline workflows, and mentor junior team members for performance improvement Requirements 3 to 7 years of experience in leveraged finance, credit analysis, or loan servicing with a focus on financial operations Strong understanding of corporate credit, leveraged loan structures, and financial documentation Proficiency in financial modeling using Excel and ability to perform scenario and sensitivity analysis Prior experience with investment banks, asset managers, or financial advisory firms is preferred Excellent communication skills, attention to detail, and ability to thrive in a fast-paced, night-shift environment What is in it for you Opportunity to work with a high-impact global team managing complex credit transactions Exposure to end-to-end leveraged finance and asset management operations Competitive compensation and night shift allowance Strong learning curve and career progression in a specialized domain Reach us If you feel this opportunity is well aligned with your career progression plans, please feel free to reach out to me with your updated profile at radhika.agrawal@crescendogroup.in 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. Scammers can misuse Crescendo Global’s name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert! Keywords Leverage Facility, Loan Operations, Credit Analysis, Financial Modeling, Risk Monitoring, Covenant Tracking, Night Shift, Loan IQ, Syndicated Loans, Asset Management, Gurgaon Jobs

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Collection Manager handles the Risk 60 portfolio of specific products. The Collections manager ensures NPA resolution and manages the portfolio as per the existing process. The Collections Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities • Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement • Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level • Ensure adherence to the set process and audit requirements in place • Ensure minimum forward flow from the buckets Qualifications Optimal qualification for success on the job is: • Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge and understanding of collections and market dynamics. • Excellent vendor management skills. • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language. • Ability to manage complex client situations. • Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. • Ability to handle pressure and meet deadlines