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Job title: Lead Analyst – Investment Management – FF
Band : B3 -Lead Analyst
Location : Bengaluru
Experience Range : 6 to 8 years
Shift Timings -: 2:00 PM - 11:30 PM IST
Job Summary
We are seeking a highly motivated Investment Management Analyst to join our Fund Finance 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 FF 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 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.
• 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.