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 Power Point 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.
● Positive 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.

📌 Analyst-Portfolio Monitoring (India)
🏢 Insight Advisors Private
📍 India