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Analyst/Senior Analyst

Research based role for supporting US-based portfolios

Role

Analyst / Senior Analyst

Location

Pune, India

Experience

3+ Years

Qualification

MBA (Preferred)

ROLE OVERVIEW The Analyst/Senior Analyst will play a critical role in supporting portfolio-level analysis, credit documentation, financial reporting, and operational finance workflows. This role requires strong hands-on analytical capability, disciplined documentation practices, and the ability to manage multiple financial workstreams simultaneously. The analyst will work closely with internal engagement leads and US-based stakeholders to ensure that financial insights, credit materials, and portfolio data are accurate, well-organized, and decision-ready.

KEY RESPONSIBILITIES

Financial & Portfolio Analysis

- Perform detailed financial statement analysis, including balance sheet, income statement, and cash flow review
- Analyze historical and projected financials to support internal reviews and credit evaluation
- Conduct rent roll analysis, including tenant concentration, lease expiry profiling, vacancy trends, and revenue stability
- Assist in overall portfolio management, including asset-level tracking, performance monitoring, and variance analysis
- Maintain portfolio dashboards and trackers for recurring performance metrics

Credit & Investment Support

- Prepare and update Credit Memorandums (Credit Memos) with clear financial narratives, risk highlights, and supporting schedules
- Compile borrower financials, rent rolls, tax returns, insurance documents, and third-party reports into structured credit packages
- Support covenant testing, ongoing covenants management, and compliance tracking
- Track reporting requirements and ensure timely receipt and validation of borrower deliverables





Documentation & Data Management

- Manage documentation segregation across deals, portfolios, and reporting cycles
- Maintain well-structured digital folder management systems aligned with internal and client SOPs
- Ensure all financial, legal, and insurance documents are audit-ready and easily retrievable
- Support internal reviews by maintaining version control and clean file naming conventions

Tax, Insurance & Compliance Support

- Review and analyze US Tax Returns (individual and entity-level) for consistency with financial statements and credit assumptions
- Assist with insurance claims tracking, policy review summaries, and claim documentation organization
- Support compliance-related information requests from internal or external stakeholders

Reporting, Excel & Systems

- Build and maintain Excel-based financial models, trackers, and analytical templates
- Apply advanced Excel formulations, including lookup functions, pivot tables, logical formulas, and reconciliations
- Support preparation of recurring and ad-hoc financial reports with analysis-ready outputs
- Ensure data accuracy across reports used for management, credit, and portfolio decisions

Communication & Operational Support

- Manage and respond to email communications related to documentation requests, reporting follow-ups, and internal coordination




- Liaise with internal teams to track open items and resolve data gaps efficiently
- Deliver well-structured written summaries and clarifications for US-based stakeholders
- Operate effectively in an async delivery model, ensuring timely and independent execution of assigned tasks

REQUIRED SKILLS & EXPERIENCE

- Experience — Minimum 3+ years of experience in financial analysis, credit analysis, portfolio management, or related finance roles
- Financial Analysis — Strong understanding of financial statements, ratio analysis, and cash flow assessment
- Credit Support — Hands-on experience preparing or supporting Credit Memos and underwriting documentation
- Portfolio Exposure — Experience handling multiple assets or deals simultaneously with structured tracking
- US Finance Familiarity — Understanding of US-based financial practices, tax returns, and documentation standards
- Excel Proficiency — Advanced proficiency in Microsoft Excel, including complex formulas and data analysis tools
- Documentation Discipline — Demonstrated ability to manage large volumes of financial and deal documentation accurately
- Communication — Strong written English skills for qualified email correspondence and reporting
- Ownership Mindset — Ability to work independently, manage priorities, and meet deadlines without close supervision

PREFERRED BACKGROUND

- Prior experience supporting US real estate, lending, or investment portfolios
- Exposure to rent roll analysis, covenant monitoring, or asset management reporting
- Familiarity with insurance policies, claims processes, or compliance documentation
- Background working with offshore delivery models supporting US clients
- Finance, Accounting, Economics, or related academic qualification

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