Private Credit Research Analyst

Crisil; Maharashtra; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Crisil is seeking an experienced professional for the Private Markets team to specialize in financial modeling and portfolio monitoring of private companies. The role focuses on data ingestion, KPI configuration, and financial reporting to support investment decisions.

The candidate should have at least 1 year of credit financial modeling experience, with CFA designation or ongoing CFA studies preferred, and strong Excel/Bloomberg proficiency to analyze complex financial data.

Qualifications

• Master’s degree in finance, accounting, or related field.
• Minimum of 1 year of experience in Private Credit or Private Equity.
• Strong proficiency in financial modeling, credit analysis, and data analysis.
• CFA designation or pursuing CFA program preferred.
• Excellent analytical and problem-solving skills with attention to detail.
• Strong written and verbal communication skills; able to present complex financial information.

Responsibilities

• Ingest financial, operational and KPI data from portfolio companies.
• Assist onboarding of new deals/portfolio companies including entity setup and data migration.
• Prepare ongoing financial reporting for portfolio companies.
• Support investment team with ad hoc research needs.
• Develop standardized info packs for each investment and perform monthly management reporting and variance analysis.
• Conduct news and information search to support investments.

Skills

Financial modeling

Credit analysis

Data analysis

Analytical thinking

Communication

Education

Master’s degree in finance or accounting

Tools

MS Excel

Bloomberg

Job description

Our esteemed client is currently looking for a highly skilled and experienced members to join their Private Markets team, specializing in financial modeling and portfolio monitoring 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

• Manage data ingestion of financial, operational, and KPI data from portfolio companies
• Support onboarding of new deals/portfolio companies, including entity setup, KPI configuration, historical data migration, mapping, validation, and reconciliation
• Financial reporting on portfolio companies on an ongoing basis
• Research support on an adhoc basis in supporting investment team needs in securing new business.
• Development of standardised info pack for each investment in the portfolio. Monthly management reporting and variance analysis
• 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 or Private Equity
• 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.