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Portfolio Management Analyst

eClerx

Pune, Maharashtra, India · 정규직

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1
게시됨
3시간전
작업 모드
사무실에서
교육
졸업생 누구나
적임
Candidates who have completed a graduate degree in any field are eligible to apply.
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About the Role

This position involves supporting comprehensive portfolio monitoring and credit administration tasks spanning various business lines such as Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending, and Global Transaction Banking (GTB)-linked credit portfolios. The role emphasizes accuracy in portfolio tracking, maintaining quality credit and collateral documentation, and ensuring a robust framework for first line portfolio management.

Key Accountabilities

  • Assist in credit review processes by preparing draft analysis for quarterly and annual assessments focusing on borrower financial performance, covenant adherence, collateral status, credit ratings, and risk evaluations.
  • Execute credit spreading, ratio and variance analyses based on financial statements and internal resources.
  • Organize and upkeep portfolio review schedules and documentation for assigned borrowers.
  • Monitor covenant compliance, collateral documentation, insurance needs, reporting deliverables, and borrowing base requirements, identifying exceptions or compliance issues and escalating appropriately.
  • Maintain and update monitoring tools for covenant, collateral, and portfolio data accurately and punctually.
  • Support amendment and waiver processes, including tracking lifecycle events such as consents, extensions, and repricings, coordinating with cross-functional teams for documentation and approvals.
  • Prepare periodic portfolio reports, dashboards, exception trackers, and provide inputs for management reporting and audits.
  • Assist in data cleansing, process enhancements, and documentation of procedures related to portfolio monitoring.
  • Collaborate extensively with Front Office, Credit, Risk, Agency, Operations, Transaction Management, and Finance teams to facilitate data collection and resolve monitoring issues.
  • Contribute to training junior analysts on credit spreading, covenant monitoring, and review preparations.

Candidate Requirements

  • Must hold a graduate degree in any field.
  • Strong analytical skills related to credit analysis, financial statement analysis, and portfolio monitoring.
  • Familiarity with covenant and collateral tracking, credit reviews, and lifecycle credit management.
  • Ability to manage multiple deliverables and coordinate across teams effectively.
  • Good communication and organizational skills to maintain review schedules and reporting accuracy.

Additional Information

  • Candidates available immediately or with a notice period up to 30 days will be preferred.

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