Our esteemed client is currently looking for a highly skilled and experienced members to join their Private Markets team, specializing in financial modeling and portfolio monitoring of private companies. The ideal candidate will play a critical role in portfolio monitoring & surveillance and providing valuable insights. The successful candidate should have a minimum of 1 year of experience in credit financial modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program.

Key Responsibilities

- Manage data ingestion of financial, operational, and KPI data from portfolio companies

- Support onboarding of new deals/portfolio companies, including entity setup, KPI configuration, historical data migration, mapping, validation, and reconciliation

- Financial reporting on portfolio companies on an ongoing basis

- Research support on an adhoc basis in supporting investment team needs in securing new business.

- Development of standardised info pack for each investment in the portfolio. Monthly management reporting and variance analysis





- News and information search support for existing and potential investments

Requirements

- Master’s degree in finance, accounting, or a related field.

- Minimum of 1 year of experience in Private Credit or Private Equity

- Strong proficiency in financial modeling, credit analysis, and data analysis.

- Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data.

- Excellent analytical and problem-solving skills, with attention to detail.

- Candidates with a CFA designation or those actively pursuing the CFA program will be given preference.

- Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools.

- Strong written and verbal communication skills for presenting complex financial information effectively.

- Proven ability to work independently and collaboratively in a fast-paced, agile environment.

📌 Private Credit Research Analyst (Mumbai)
🏢 Crisil
📍 Mumbai