Associate Manager - Research

Sutherland Global; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Sutherland Global is hiring for an Asset Management Analyst in Mumbai to support the Deal Team on Infrastructure Debt investments across global regions. The role involves building and updating underwriting models, drafting investment memos, and monitoring the portfolio with emphasis on financial and covenant metrics.

The candidate should have 3–5 years in project finance, strong modeling and presentation skills, and an MBA in Finance or CFA/CA certification.

Qualifications

• 3-5 years in project finance in banks, asset managers, or related advisory roles.
• Strong financial modeling and ability to build 3-statement forecast models including revenue/cost/debt analyses.
• Clear communication with diverse audiences and investment committees.
• Attention to detail and ability to prioritize under time pressure.
• MBA in Finance or CFA/CA certification.

Responsibilities

• Build and modify underwriting models to capture risk factors and run sensitivities at asset level.
• Draft Investment Memos including Transaction Brief, Risks, and Covenant considerations; present to Investment Committee.
• Maintain portfolio monitoring with periodic reviews of financial, operational, and compliance metrics.
• Track infra debt market news/reports and summarize key insights for the team.

Skills

Financial modeling

3-statement forecasting

Debt waterfall

Credit metrics

Presentation skills

Quantitative skills

Time management

Education

MBA in Finance

CFA/CA

Job description

Company Description:

This is an Asset Management Role wherein the Analyst will work alongside the Deal Team of a Global Asset Manager supporting on Infrastructure Debt investments made by taking exposure in loans/bonds securities, and/or direct and co-investments in Infrastructure Projects across the U.S., Europe, LATAM and APAC regions; and across sectors (energy, renewables, power, telecom, social infra, roadways, airports) This position is a part of Credit Research Team.

https://www.sutherlandglobal.com/transformation/sutherland-labs/market-intelligence-and-research

Job Description:

This is an Asset Management Role wherein the Analyst will work alongside the Deal Team of a Global Asset Manager supporting on Infrastructure Debt investments made by taking exposure in loans/bonds securities, and/or direct and co-investments in Infrastructure Projects across the U.S., Europe, LATAM and APAC regions; and across sectors (energy, renewables, power, telecom, social infra, roadways, airports) This position is a part of Credit Research Team.

https://www.sutherlandglobal.com/transformation/sutherland-labs/market-intelligence-and-research

• Build and Maintain Project Models: Maintain the Underwriting Models and/or do the required modifications to build out scenarios to capture risk factors (e.g. O&M costs, production availability, credit rating, and macro economic variables) and perform model sensitivities at asset level to facilitate asset management decisions
• Preparation and Update of Investment Memos: Drafting of Investment Memos covering Transaction Brief and Investment overview, Key Risks and Mitigants, Financial Commentary on financials and operating matrices and credit metrics including covenant compliances. Present the New Deals and periodic update to Investment Committee.
• Maintain Portfolio Monitoring: Preparation of periodic Investment review for the invested portfolio covering financial, operational and compliance aspects, capturing key risks and mitigants
• Track news/events/third parties research reports relating to Infra Debt portfolio and prepare summaries

Qualifications:

To succeed in this position, you must have:

• 3-5 years of experience working in the project finance team of a top-tier investment or commercial bank or specialist advisor, an asset manager investing in energy or infrastructure, or a renewable energy developer with sizable project portfolio
• Excellent Financial modeling skills and ability to build out 3-statement forecasted models including Revenue Models, Cost Models, Debt Waterfall and Leverage Analysis
• Excellent presentation skills; ability to communicate clearly and effectively with diverse audiences
• Strong quantitative skills and attention to detail
• Good time management and demonstrated ability to perform under time pressure and to prioritize to handle multiple assignments
• MBA or equivalent in Finance /CFA/CA