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Job title: Senior Analyst – Investment Management

Band: B2 -Senior Analyst
Location: Bengaluru
Experience Range: Minimum 4 year
Shift Timings-: 2:00 PM - 11:30 PM IST

Job Summary
We are seeking a highly motivated Investment Management Analyst to join our Private High Grade (PHG) team. 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 underwriting, monitoring, and managing these deals for our institutional clients.

Responsibilities:
•    Deal Management: Collaborate closely with PHG Deal Analysts to assist in investment management and monitoring activities for the deals.
•    IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies.
•    Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing.
•    Due Diligence: Perform pre-deal due diligence to assess risk and investment potential.
•    Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals.
•    Cashflow Modeling: Develop and update cashflow models for PHG deals. Monitor key metrics to assess risk and expected returns.
•    Projection Models and Sensitivity Analysis: Create and update projection models and run sensitivity analysis to judge the performance of the deal.
•    Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management.
•    Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis.
•    Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events.
•    Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective.
•    Data and Tools: Leverage advanced tools such as Python for in-depth analysis. Utilize Tableau for enhanced data visualization.

Skills Required:
•    MBA in Finance, CFA, or CA qualification.
•    Experience in analyzing Corporate Credit Analysis is a plus. 
•    Strong analytical and quantitative skills.
•    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.
•    Ability to manage multiple projects in a fast-paced environment.
•    Detail-oriented with a commitment to accuracy and precision.
•    Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.
•    Thorough understanding of basic financial concepts and the ability to critically implement them.                        

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• Deliver excellent customer service through effective diagnosis and troubleshooting of client queries

  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features 
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

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• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

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Deliver