Analyst-Portfolio Monitoring

Position: Monitoring Analyst Position Location: Bangalore Reporting Relationship: The Monitoring Analyst will be part of the corporate monitoring team, reporting to more senior team members on various functions related to the lending operations. Primary Responsibilities: ● Manage and conduct end to end monitoring of portfolio companies from field visit , head office visit in respect of clients, data analysis, covenant compliance tracking, preparation of monitoring notes and presentation to the monitoring committee.

● Research and analyze industry, economic, market, and regulatory data. Conduct sector and business model evaluation; identify key factors in the industry. ● Analyze company financial statements; Create financial models for client companies. ● Analyze and monitor portfolio companies’ performance and compare performance against peers and industry benchmarks.

● Collaborate with the investment team for including monitoring notes in the loan proposals note for portfolio companies. ● Preparation of presentations or marketing materials for use in client coverage, business development activities, conferences, etc. ● Gather and analyze data from various sources – primary as well as secondary research.

● Ability to commit 30 - 40% of work time to travel within India.

Requirements

● Strong desire to work hard. ● Preferably 1-3 years of relevant experience in NBFC, commercial bank or debt fund (AIFs) ● Well versed with Excel and PowerPoint Skills ● Strong understanding of accounting and finance ● Ability to build financial models. ● CA, CMA, CFA, MBA, or M.Com with a major in Finance or Economics (or equivalent degree) is desirable.

● Good interpersonal communication skills (verbal, written and listening) Desired candidates will have the ability to out-perform this job description, thrive in a collegial, dynamic, entrepreneurial, and driven culture, and have a passion for making a difference.