Description
The primary responsibility would involve working closely with clients to understand their requirements for investment deals in the structured finance space. The individual will play an important role in onboarding, monitoring and other aspects of risk monitoring as required for our institutional clients. The individual would be involved in researching and going through various financial and legal agreements and in monitoring and reporting key metrics of various investments.
Key Responsibilities:
Legal Document Review: Analyze closing documents such as credit agreements, term sheets, note purchase agreements, and IC memos
Risk Modelling: Develop and update various risk and borrowing base models for various transactions. Monitor key metrics to access risk and other triggers. Conduct stress case scenarios and analyze headroom on various metrics
Covenant Monitoring: Continuously monitor all qualitative and quantitative covenants, triggers, and events along with Key performance indicators at the transaction level
Client Request/Compliances: Ensure compliance with client requirements and service level agreement (SLA), from an asset management perspective
Surveillance & Reporting: Review the reports on the proprietary platform and ensure that the logic and values are accurate
Required Experience/ Skill Set:
A broad understanding of the corporate credit landscape and core financial concepts
Proficiency in financial modelling using MS Excel
Ability to work independently and collaboratively as part of a team in a fast-paced environment
Strong communication skills - written, verbal, and interpersonal
Meticulous with a commitment to accuracy and precision
Ability to work well under pressure to meet strict and aggressive deadlines
Desired candidate must have graduated / MBA/ advanced degree in finance
Prior experience with Investment Bank, Investment Management firm or Financial Advisory firm, preferable