Senior Analyst

  
Job titleSenior Analyst Investment ManagementBandB2 -Senior AnalystLocationBengaluruExperience RangeMinimum 4 yearShift Timings-2:00 PM - 11:30 PM ISTJob SummaryWe are seeking a highly motivated Investment Management Analyst to join our Private High Grade (PHG) team. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients.Responsibilities: Deal ManagementCollaborate closely with PHG Deal Analysts to assist in investment management and monitoring activities for the deals. IC MemosSupport the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheetsAnalyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due DiligencePerform pre-deal due diligence to assess risk and investment potential. Surveillance and ReportingUpdate surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow ModelingDevelop and update cashflow models for PHG deals. Monitor key metrics to assess risk and expected returns. Projection Models and Sensitivity AnalysisCreate and update projection models and run sensitivity analysis to judge the performance of the deal. Sector-Level AnalysisUpdate monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant MonitoringContinuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc ProjectsUndertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ CompliancesEnsure compliance with investor requirements from an investment management perspective. Data and ToolsLeverage advanced tools such as Python for in-depth analysis. Utilize Tableau for enhanced data visualization.Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Corporate Credit Analysis is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them.   

 
Deliver excellent customer service through effective diagnosis and troubleshooting of client queries  

Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions

Assist clients with navigating around product menus and facilitate better understanding of product features

Troubleshoot all client queries in a user-friendly, courteous and professional manner

Maintain logs and records of all customer queries as per the standard procedures and guidelines

Accurately process and record all incoming call and email using the designated tracking software

Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business

Organize ideas and effectively communicate oral messages appropriate to listeners and situations

Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

  

 
Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client  

Undertake product trainings to stay current with product features, changes and updates

Enroll in product specific and any other trainings per client requirements/recommendations

Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client

Update job knowledge by participating in self learning opportunities and maintaining personal networks

  
 
Deliver
 NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed