Home
Jobs

Portfolio Valuations - Delivery Lead

3 - 8 years

6 - 15 Lacs

Posted:2 days ago| Platform: Naukri logo

Apply

Work Mode

Hybrid

Job Type

Full Time

Job Description

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.

Mock Interview

Practice Video Interview with JobPe AI

Start Valuation Interview Now
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Acuity Knowledge Partners
Acuity Knowledge Partners

Financial Services

London United Kingdom

5001-10000 Employees

510 Jobs

    Key People

  • Nikhil Sinha

    CEO
  • Somnath Chakrabarti

    CFO

RecommendedJobs for You