Asset Management - Analyst / Senior Analyst

Arena Investors I Quaestor Advisors; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Arena Investors I Quaestor Advisors in Bengaluru seeks an Asset Management/Portfolio Analyst to support surveillance, monitoring, reporting and valuation. You will conduct financial analysis of prospects and portfolio companies, assess cash flows, collateral, covenants, and structure deals with multidisciplinary teams.

The role demands strong quantitative and qualitative skills, robust modeling (incl. IRR/duration), and clear communication.

Qualifications

• 1–5 years related experience desired.
• MBA or CFA a plus.
• Experience in modeling with R a plus.
• Undergraduate degree from a top institution with US GPA minimum 3.5.
• Experience in formal bank credit training or top sell-side analyst program a plus.
• Excellent oral and written communication skills.
• Ability to work well with others.

Responsibilities

• Support Asset Management team with portfolio account surveillance, monitoring, reporting and valuation.
• Conduct comprehensive financial analysis and research of prospect and portfolio companies and their industries.
• Analyze management, cash flows, asset collateral quality/coverage, deal structure and covenants; perform sector analysis.
• Generate detailed financial models including projections, covenant sensitivity, duration and IRR calculations.
• Assist in generating credit/performance reports and presentations.
• Monitor assigned product sectors and portfolio companies; interact with legal, valuation and accounting advisors.
• Help structure transactions and assist with closing deals/amendments.
• Develop and document process and file maintenance protocols; lead project-oriented assignments.

Skills

Quantitative skills

Qualitative skills

Modeling skills

Communication skills

Multi-tasking

Education

MBA

CFA

Tools

R

Job description

• Support the Asset Management team, focused on portfolio account surveillance, monitoring, reporting and valuation
• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in
• Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm’s competitive position
• Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others
• Assist in the generation of credit/performance reports and presentations
• Continuously monitor assigned product sectors and portfolio companies
• Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation
• Help to structure transactions and assist with closing deals/amendments, etc
• Assist in the creation, implementation and documenting of process/procedural frameworks and file maintenance protocols
• Lead and work on frequent project‑oriented assignments

The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency.

• 1 – 5 years related experience desired
• MBA or CFA a plus
• Experience in modeling with R a plus
• Strong quantitative and qualitative skills
• Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; comfortable and effective multi‑tasker
• Undergraduate degree from a top institution a plus, with a record of academic achievement – US GPA minimum requirement of 3.5
• Experience in a formal bank credit training or top sell side bank analyst program a plus
• Excellent oral and written communication skills
• Ability to work well with others

This job description is not an exhaustive list of all responsibilities, and duties may change.