Investment Management - BABF /PHG

Investment Management - BABF

Location: Bengaluru

Experience Range: Minimum 1-3 Yrs 

Shift Timings: 2:00 PM - 11:30 PM IST

Job Summary

We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients.

Responsibilities:

• Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance 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 and stratify the collateral pool using Python 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 structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments.
• Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring.
• Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral.
• 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 assisting 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 Requests / Compliances: Ensure compliance with investor requirements from an investment management perspective.
• Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence, and Sigma for enhanced data visualization.

Skills Required:

• MBA in Finance, CFA, or CA qualification.
• Experience in analyzing Asset Backed Finance deal structures and collateral 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 a high sense of ownership and accountability.
• Thorough understanding of basic financial concepts and the ability to critically implement them.