366 Portfolio Monitoring Jobs - Page 9

As an Investment Analyst at our financial firm in Jaipur, you will be responsible for conducting thorough financial research, analyzing investment opportunities, and providing insights to support informed investment decisions. Your expertise will contribute to the success of our investment strategies and portfolio management efforts as you collaborate with portfolio managers, research teams, and stakeholders across various asset classes. Key Responsibilities: - Conduct comprehensive financial analysis of companies, industries, and market trends to identify potential investment opportunities and risks. - Utilize various valuation methods like discounted cash flow (DCF), comparable company ana...

Strategic Planning: Develop and implement strategic portfolio plans to achieve business objectives. Project Coordination: Coordinate the planning and initiation of projects at various stages of completion. Monitoring Reporting: Monitor progress, budgets, and schedules of projects within the portfolio. Provide regular updates to stakeholders. Stakeholder Communication: Maintain effective communication with project stakeholders, ensuring transparency and alignment. Team Leadership: Foster a collaborative and high-performance team environment. Evaluation Decision Making: Develop criteria for evaluating project proposals and making portfolio decisions. Create rules and procedures for portfolio m...

As a Cash & Collateral Management Representative at our company, you will perform relatively complex assignments that have a direct impact on the business by ensuring the quality of tasks or services provided. You will work under little to no direct supervision and may service an expansive array of products/services. Your role will involve applying working knowledge of technical and professional principles and concepts, as well as in-depth knowledge of team objectives. You will understand how your assigned duties contribute to the work of the team/unit and coordinate efforts and resources to achieve the function's objectives. Your responsibilities will include ensuring the quality and servic...

About Corporate and Investment Banking (CIB) 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- The selected candidate will join the Private Credit team at Evalueserve that supports portfolio managers of a private equity firm in the portfolio monitoring p...

Role & responsibilities Initiate portfolio analysis on identified set of clients - Measure portfolio health across equity and non-equity product holdings for identified set of clients using established parameters at fixed intervals to ensure continuity Identify opportunities for rebalancing - Identify situations and opportunities from existing portfolio vis--vis our Research recommendation for stocks, funds, investment ideas and create a suggested approach document in standard template. Engage to adopt - Disseminate the suggested ideas to front end to initiate conversation. Create accountability by engaging with team members to improve adoption and eventually leading to execution. Contributi...

The role involves working on credit risk assessment of corporate entities across various sectors and regions. This includes preparing credit reports and financial models based on fundamental analysis for assigned credits/companies. The credit assessment process entails researching and analyzing entities to assess credit strengths and weaknesses, as well as weighing business and financial risk profiles. It also involves considering potential sovereign or parent support in credit assessments. Detailed credit assessment reports are prepared, covering company profiles and credit risk considerations. Financial models are updated and maintained, encompassing financial and capital structure analysi...

The Mortgage Specialist plays a crucial role in driving the Mortgage business within their territory. As the Mortgage Specialist, you are responsible for managing the P&L Account to deliver top line and bottom line results in alignment with the organization's objectives. Your primary focus will be on increasing Mortgage volumes and ensuring proper documentation. Your key responsibilities include creating and executing a Sales Budget and Plan, managing Customer Retention strategies, overseeing Recruitment and Product Training activities, and ensuring compliance with Company Operating Procedures. You will be involved in various aspects such as Portfolio monitoring, Project Approval, Legal, Tec...

As a Senior Professional in the Portfolio Company Data Operations team at KKR's Gurugram office, you will have the exciting opportunity to work at the intersection of data and finance. Your role will involve collaborating with a global team to collect, manage, and analyze financial data across a specific strategy. You will play a key role in ensuring that data from over 250 Private Equity Portfolio Companies is controlled, consumable, and curated to provide valuable insights and analytics to internal and external stakeholders. Your responsibilities will include performing monthly and quarterly data collection and reporting from financial statements using portfolio monitoring technology. You ...

Risk Analysis & Portfolio Monitoring – Early bucket flow, delinquency trends, EWS, and real-time monitoring. Credit Policy & Governance. ECL Modeling – Building, reviewing, and aligning Expected Credit Loss models with Finance and Credit teams.

Role: Investment Analyst - Infrastructure Team Role Summary: We are seeking dynamic and experienced professionals in the Infrastructure Buy-out Fund who can be part of our Investment Team at Neo Asset Management. We are looking at candidates who can demonstrate the agility to learn, provide in-depth analysis, deep understanding of valuation models and market nuances, portfolio monitoring, timely reviews, understanding regulatory frameworks, and risk management. Job Responsibilities: New Deal Opportunity Analysis: -Conduct thorough analysis of new deal opportunities across the infrastructure landscape, considering nuanced market dynamics and regulatory requirements. -Evaluate the deal and ass...

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

About the role: Evangelize and demonstrate value and impact of analytics for informed business decision making by developing and deploying analytical solutions and providing data driven insights to business stakeholders to understand and solve for various lending business nuances. Job Description : The Portfolio Risk Manager / Analyst will be responsible for monitoring , analysing and optimising lending portfolios across consumer / merchant lending products. This includes overseeing portfolio health , developing / refining risk strategies and supporting business growth through risk adjusted decision making. Key Responsibilities : - Portfolio Monitoring & Analytics - Risk Strategy & Policy De...

ROLE PURPOSE & OBJECTIVE This role is responsible for Credit analysis along with training of junior credit analyst/RMs. The incumbent will manage the best quality of assets/investments generated by FIG/Treasury in accordance with regulatory standards. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managing loan / investment portfolio of ~Rs2000 crores across FIG/Treasury vertical. Training junior analyst PAN/RMs India. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Ensuring complete credit under-writing and due diligence of the existing as well as prospective client within defined TAT Ensuring best quality of portfolio / investment of FIG/Treasury through Regular review o...

The company is looking to recruit an ambitious and energetic Credit Analyst who will help Candi to lead the revolution of solar. Given that Candi is taking solar into a new realm with a new set of tools, the role will require creativity, innovation and a new way of thinking. Specifically, the job requires taking ownership of the following for the India team: Dealing with different qualities of financial information, analyzing financial statements, identifying & making risk-relevant adjustments & calculating key ratios. Researching into industries" competitive environment and risk. Taking a view in situations of limited information and providing solid motivation for the same. Assessing corpor...

The candidate must possess a thorough understanding of products such as Term loans, Working capital, and structural products. The role does not have a specific sector focus and requires the following skills: - Conducting due diligence on corporate entities, groups, and promoters. - Analyzing financial statements. - Understanding industry and market dynamics related to proposals and applying this knowledge in credit assessments and risk mitigation. - Conducting site visits and holding personal discussions with promoters or CFOs. - Creating credit notes with specific deal covenants. - Ensuring compliance with internal credit policies and documenting any deviations in the credit notes. - Approv...

The primary objective of this role is to conduct credit analysis of proposals and prepare credit notes. You will play a key role in expediting deal closures by actively participating in deal structuring and credit enhancement activities. It is essential to strike a balance between driving business growth and maintaining portfolio quality. Regular meetings with both new and existing customers are required to build and maintain relationships. Monitoring the portfolio on a regular basis is crucial for identifying any signs of stress in accounts, serving as early warning signals, and initiating corrective actions promptly. Ensuring continuous monitoring of high-value exposures in the region is a...

As a candidate for this role, you should possess a solid understanding of the banking domain, including wholesale, retail, core banking, and trade finance. Your responsibilities will involve demonstrating expertise in credit appraisal, the loan origination process, and portfolio monitoring within the BFSI sector. It is essential to have knowledge of financial ratios, annual statements, and various financial instruments. You will be expected to support clients through the provision of user manuals, training sessions, workshops, and the creation of case studies. Your role will also require diligent adherence to processes, including reviewing product development, documenting requirements, and e...

Key Responsibilities: A. Credit Policy & Guideline Formulation: Design, develop, and regularly update credit policies , acceptance criteria , and underwriting guidelines tailored for BC/FLDG partners. Customize policy parameters based on factors like partner profiles, customer segments, geographical presence, and risk appetite. Develop and maintain Standard Operating Procedures (SOPs) for risk monitoring teams overseeing partner operations. Ensure alignment of policies with internal risk standards and external regulatory requirements . B. Process Design & Implementation: Design, review, and implement end-to-end processes for the entire loan life cycle managed through BC/FLDG partners, from c...

Role & responsibilities: Formulating and implementing policy, procedures & guidelines for credit appraisal, credit risk models and frameworks Interacting with cross-functional teams and driving the credit policy agenda and ensuring correct implementation of credit policy guidelines in origination system and decisioning platforms. Managing of Rule engine for credit decisions. Analyzing the market trends / practices and benchmarking of policies with the market Establishing a robust Credit Analytic Framework to identify early warning signals, credit risk process inputs and customer segment-wise risk factors. Analysis of portfolio and ensuring Portfolio monitoring, trigger reviews & delinquency ...

Job Description Key Objective of the Job: Credit analysis of proposal and preparation of credit notes. Facilitate faster deal closures through proactive participation in deal structuring and credit enhancement, striking a balance between business growth and portfolio quality. Meeting new customers and existing customers on regular basis Monitoring of portfolio on regular basis. Identify stress in account (Early warning signal) and initiate corrective measures Ensure continuous monitoring for all high value exposures in the region. Major Deliverables: Quality of Credit Underwriting Portfolio Performance w.r.t. delinquencies, deferrals, Annual reviews/ renewals etc Portfolio Monitoring To deve...

You will be a part of a dedicated solar partner for businesses across Asia and Africa with candi. The company aims to have a significant social impact by reducing carbon emissions, creating jobs, increasing energy access, and saving money for businesses in emerging markets. By combining international capital with local expertise, candi offers unique and flexible solar and battery solutions that are built to last. The company's shared value model leverages finance, quality engineering, and data-enabled asset management to guarantee optimized systems and maximize returns. As a Credit Analyst at candi, you will play a pivotal role in leading the revolution of solar. The position requires creati...

As a Private Credit Analyst at VOYA INDIA, your role involves analyzing credit and investment characteristics of borrowing entities described in the Private Placement Offerings (PPO). You will be responsible for researching and spreading financial statements, evaluating transaction credit quality, and forming independent views. Your duties also include communicating and negotiating transaction details with issuers and their advisors, presenting conclusions and recommendations to team leaders, preparing written analyses for the credit committee, and conducting due diligence through conversations with company management and on-site visits. Monitoring credit quality, maintaining borrower commun...

detailed credit analysis of potential borrowers, including assessment of financial statements Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Analyzing cash flow models. Credit Analysis Required Candidate profile Minimum 4 years experience in investment management including Credit Research Strong analytical and problem-solving skills, with proficiency in financial modeling and valuation.