Corporate Analytics & Portfolio Management, AS

Deutsche Bank AG; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Benefits offered by this job

Best in class leave policy

Gender neutral parental leaves

Childcare assistance reimbursement

Sponsorship for certifications and教育

Job summary

Deutsche Bank AG in Mumbai seeks an Associate for Corporate Analytics & Portfolio Management. You will support Portfolio Managers in financial analysis, valuation and ongoing monitoring of corporate lending exposures across diverse collateral types.

The role offers exposure to corporate finance, valuation, credit risk and portfolio management, collaborating with Credit Risk, Structuring and Front Office teams to develop analytics tools and reporting frameworks.

Qualifications

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

Responsibilities

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

Skills

Valuation

Credit Analysis

Investment Banking

Corporate Finance

Excel modeling

Financial statement analysis

AI tools

Portfolio monitoring

Education

CA

CFA

MBA

Progress towards qualification

Tools

Excel

Job description

Job Title: Corporate Analytics & Portfolio Management

Corporate Title: Associate

Location: Mumbai, India

Role Description

The Wealth Management Portfolio Management team is responsible for ongoing risk management, monitoring and analytics across a global portfolio of structured lending transactions secured by a diverse range of collateral types, including private company shares, listed securities, real estate and other financial and non-financial assets. The Associate will support Portfolio Managers in the financial analysis, valuation and ongoing monitoring of private share-backed and corporate lending exposures. The role offers significant exposure to corporate finance, valuation, credit risk and portfolio management across a diverse range of industries and transaction types. The successful candidate will work closely with Portfolio Managers and Credit Risk teams to perform financial analysis, support valuation exercises and contribute to the ongoing monitoring of existing lending exposures

What we’ll offer you

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using established valuation techniques, including DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

Your skills and experience

• 2-5 years of experience in Valuation, Transaction Advisory, Corporate Finance, Investment Banking, Credit Analysis, Equity Research or similar financial services roles.
• Strong understanding of financial statements and financial analysis.
• Familiarity with valuation methodologies, including: Discounted Cash Flow (DCF) Comparable Company Analysis Trading Multiples Precedent Transaction Analysis.
• Experience building and maintaining financial and valuation models in Excel.
• Understanding of key corporate finance and credit metrics, including leverage, liquidity, cash flow generation and debt servicing capacity.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to analyse complex businesses and translate findings into concise written conclusions.
• Strong written and verbal communication skills.
• Professional qualifications such as CA, CFA, MBA or progress towards qualification would be advantageous.
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How we’ll support you

Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

About us and our teams

Please visit our company website for further information: https://www.db.com/company/company.html We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security. More information at: Deutsche Bank Careers (db.com)