Senior / Lead Analyst- Portfolio Monitoring

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, you will 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 process.

• Involve in financial spreading (PL, BS, and CF) on an Excel-based model or a lending platform, along with key credit metrics calculation
• Identify key performance indicators and create reports for the credit review process
• Calculate covenant in line with facility agreements and provide a detailed rationale for covenant Met / Breach results
• Perform (annual / quarterly / monthly) reviews and populate associated templates
• Business Overview
• SWOT analysis
• Conduct financial analysis (historical and forecast, as well as operating, leverage, and liquidity ratios)
• Covenant performance
• Verify / calculate compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
• Collateral analysis
• Provide ad hoc support to portfolio managers
• Mentor and train new joiners and act as an SME for other team members
• Manage the performance and development of junior team members
• Handle client calls and periodic communication
• Provide project management support to the senior manager
• Handle project-level tasks such as delivery, dashboards, QCs, training, client management, etc.
• Regularly interact with portfolio managers to discuss tasks, templates, and deliverables to cater to their expectations
• Provide inputs and ideas to improve TAT and efficiency

What we are looking for-

• Masters degree in finance, economics, or accounting from a reputed institute with 2+ years of experience in a similar profile
• Strong accounting and financial skills
• Eye for detail and ability to identify and solve issues effectively on time
• Good MS Office skills
• Excellent interpersonal skills and ability to build a strong team culture
• Ability to ensure that tasks are completed on time
• Ability to practice attentive and active listening skills
• Challenging current thinking by implementing new ways of working

Disclaimer:

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