Research Analyst

Crisil; Maharashtra; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Crisil is seeking a skilled Analyst for its private credit team on the buy-side, focusing on financial modeling of private companies and portfolio monitoring. The role entails rigorous data gathering, performance analysis, and preparing presentations for the investment team.

You should have at least one year in credit modeling, a CFA designation or progress toward CFA, and strong Excel/Bloomberg skills to support valuation, risk assessment, and monthly reporting.

Qualifications

• Master’s degree in finance, accounting, or a related field.
• Minimum of 1 year of experience in private credit.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• Experience in assessing credit risk and financial statement analysis.

Responsibilities

• Monitor financial performance and KPI of portfolio companies.
• Gather business and financial data on borrower companies regularly for investment team.
• Prepare presentations and write-ups for investment team meetings.
• Provide ongoing financial reporting on portfolio companies.
• Support ad hoc market research and industry studies for new business.
• Develop standardised info packs for each investment in the portfolio and monthly management reporting.
• Develop and maintain valuation models for all investments.
• Monitor news and information relevant to existing and potential investments.

Skills

Financial modeling

Credit analysis

Data analysis

Analytical skills

Communication skills

Independent worker

Education

Master's degree in finance or accounting

Tools

MS Excel

Bloomberg

Job description

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Private Credit team, specializing in financial modeling of private companies. The ideal candidate will play a critical role in portfolio monitoring & surveillance and providing valuable insights. The successful candidate should have a minimum of 1 year of experience in credit financial modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program.

Key Responsibilities:

• Monitor financial performance and key performance indicators of portfolio companies
• Gathering business, financial data on borrower companies on a regular basis for consumption by investment team
• Presentation and write-ups support for investment team for internal and external meeting
• Financial reporting on portfolio companies on an ongoing basis
• Research support on an adhoc basis in supporting investment team needs in securing new business eg. market studies and research, market trends,
• Development of standardised info pack for each investment in the portfolio. Monthly management reporting and variance analysis
• Development and maintenance of valuation models for all investments
• Monitor financial performance and key performance indicators of portfolio companies
• News and information search support for existing and potential investments

Requirements:

• Master’s degree in finance, accounting, or a related field.
• Minimum of 1 year of experience in private credit.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data.
• Excellent analytical and problem-solving skills, with attention to detail.
• Candidates with a CFA designation or those actively pursuing the CFA program will be given preference.
• Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools.
• Strong written and verbal communication skills for presenting complex financial information effectively.
• Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.