Job Description:

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 explicit 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 syste

📌 Hiring for (Pune)
🏢 RECEX
📍 Pune