Portfolio Monitoring LA
- Evalueserve
- 5 - 7 years
- Noida, Gurugram
- 2 months ago
- Email to a friend
- Report this job
Job Description
Comprehensive analysis of financialstatements, cash flow projections, management capabilities, industry trends,and potential risks.
Credit Underwriting conducting end- toend financial modelling for evaluating revenue/cost drivers.
Analysis of projections and understandingoperational assumptions driving the estimates, making detailed schedules forworking capital analysis, capex, debt and interest, etc.
Valuation Analysis Creation of Cash Flowmodels, Comparables, DCF models sensitivity analysis
Preparation of whitepapers, fund marketingmaterials and presentations
Investment due-diligence including marketresearch, investor overviews, benchmarking, credit-write-ups etc.
Calculating covenants in line with facility agreements and providing adetailed rationale for covenant Met/Breach results
Performing Annual/Quarterly/Monthly reviews and populating associatedtemplates
o Providing Ad-hoc support to portfolio managers
o Mentoring and training new joiners and acting as a subject matter expert forother team members
o Managing the performance and development of junior team members
o Handling Client calls and periodic communication
o Providing project management support to senior manager and handlingproject-level tasks e.g. Delivery, Dashboards, QCs, Training, Clientmanagement, etc.
Regularly interacting with Portfolio Managers to discuss tasks, templates,and deliverables, and manage expectations
Providing input and ideas for improvement in TAT and efficiency
Calculating covenants in line with facility agreements and providing adetailed rationale for covenant Met/Breach results
Performing Annual/Quarterly/Monthly reviews and populating associatedtemplates
o Providing Ad-hoc support to portfolio managers
o Mentoring and training new joiners and acting as a subject matter expert forother team members
o Managing the performance and development of junior team members
o Handling Client calls and periodic communication
o Providing project management support to senior manager and handlingproject-level tasks e.g. Delivery, Dashboards, QCs, Training, Clientmanagement, etc.
Regularly interacting with Portfolio Managers to discuss tasks, templates,and deliverables, and manage expectations
Providing input and ideas for improvement in TAT and efficiency
Skills were looking for:
- Postgraduate (PGDM / MBA)
- 5 to 7 years of relevant experience in Portfolio Monitoring domain
- Financial Modelling
- Credit Underwriting
- Debt Valuation
- Credit Analysis
- Investment Due Diligence
Good to have: Loan Structuring, MA transaction understanding, APAC focused, Experience with Private Debt Credit Funds/Private Credit
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: BFSI, Investments & TradingRole Category: Banking OperationsRole: Asset OperationsEmployement Type: Full timeContact Details:
Company: EvalueserveLocation(s): Noida, Gurugram+ View Contact
Keyskills: project management due diligence credit underwriting credit analysis tat team handling investment mentoring client management credit appraisal analysis reconciliation portfolio monitoring valuation underwriting financial modelling
Fraud Alert to job seekers!
₹ Not Disclosed
Similar positions
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in