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 robust 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

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