Lead Analyst Investment Management

Amethyst Partners; Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

A financial services firm in Bengaluru is seeking an experienced finance professional to manage structured finance deals, perform detailed analysis, and support investment management activities. The ideal candidate should have an MBA in Finance or similar qualifications, along with at least 6 years of experience. Responsibilities include deal management, cashflow modeling, and compliance with investor requirements. Strong analytical skills, proficiency in Microsoft Office, and the ability to work under pressure are essential for this role.

Qualifications

• 6+ years of experience in finance or asset management.
• Ability to analyze complex asset-backed finance deals.
• Strong quantitative and analytical skills.

Responsibilities

• Collaborate with deal analysts on investment management.
• Support updates of Investment Committee approval memos.
• Analyze credit agreements and develop cashflow models.
• Perform due diligence and collateral analysis.

Skills

Asset Backed Finance analysis

Analytical skills

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Communication skills

Project management

Attention to detail

Financial concepts

Education

MBA in Finance or equivalent

CFA or CA qualification

Tools

Intex

Python

Tableau

Street Diligence

Sigma

Job description

Responsibilities

• Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals.
• IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies.
• Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing.
• Due Diligence: Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential.
• Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals.
• Cashflow Modeling: Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments.
• Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring.
• Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral.
• Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management.
• Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis.
• Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events.
• Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective.
• Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization.

Qualifications

• MBA in Finance, CFA, or CA qualification with 6+ Years of experience.

Required Skills

• Experience in analyzing Asset Backed Finance deal structures and collateral is a plus.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word).
• Ability to summarize complex information succinctly and efficiently.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects in a fast-paced environment.
• Detail-oriented with a commitment to accuracy and precision.
• Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.
• Thorough understanding of basic financial concepts and the ability to critically implement them.