Title: Analyst
Job Description
Job title: Analyst - Capital Formation
Band: B1 – Analyst
Location: Gurugram (Hybrid)
Experience Range: Minimum 1.5 years
Shift Timings-: 12:00 PM - 9:30 PM IST / 2:00 PM – 11.30 PM IST
We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients.
Responsibilities:
• Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds.
• Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed.
• Assist in various cash management functions including preparation of weekly cash report, cash tracking of capital activities and borrowings / paydowns.
• Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management.
• Monitoring and creation of Surveillance Reporting for CLNs and SRT deals to track performance and defaults.
• Perform detailed Portfolio Reviews for Affiliates and Clients.
• Provide support for Lending capacity for BDCs and maintaining pipeline transactions for clients.
Skills Required:
• MBA in Finance, CFA, or CA qualification.
• Experience in Direct Lending or private credit is a plus.
• Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them.
• Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word).
• Ability to summarize complex information succinctly and efficiently.
• Excellent written and verbal communication skills & interpersonal skills.
• Ability to manage multiple projects in a fast-paced environment, often under pressure and with multiple stakeholders.
• Detail-oriented with a commitment to accuracy and precision.
• Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.
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Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |