The primary responsibility would involve working closely with clients to understand
their requirements for investment deals in the structured finance space. The individual
will play an important role in onboarding, monitoring and other aspects of risk
monitoring as required for our institutional clients. The individual would be involved in
researching and going through various financial and legal agreements and in
monitoring and reporting key metrics of various investments.
Key Responsibilities-
- Onboarding the client’s investment portfolio by reviewing and interpreting legal
agreements, understanding the servicer or trustees' reporting
- Work closely with the clients in supporting them for risk and exposure monitoring of
the transactions
- Calculating and monitoring covenants, concentration limits, eligibility criteria,
concentration tests and Borrowing Base calculations and other key metrics/tests
- Assist/lead the daily operations of the various work streams and ensure all deliverables
are accurate and timely
- Liaise with the Business Analyst and Implementation team to ensure that the data and
logic on our proprietary platforms are accurate
- Mentor and guide the freshers of the team to improve the overall learning curve
- Provide enhanced surveillance to the clients on their portfolios and share critical
aspects concerning overall performance proactively
- Assist in standardizing and streamlining processes to increase efficiencies and setting
up SOPS and processes around deliverables.
Key Skills Required-
- Broad understanding of the Structured Finance products/ corporate credit
landscape/ABL/CLO/Middle Market Portfolio Financing
- In-depth understanding of core financial and accounting concepts
⪠Proficiency in financial modelling using MS Excel
- Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva
- Ability to work independently and collaboratively as part of a team in a fast-paced
workplace
- Strong