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 Robust 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.

Required Skill Profession

Other General

📌 Analyst Portfolio Monitoring (Bengaluru)
🏢 Insight Advisors Private
📍 Bengaluru