Private Credit Research Analyst

Crisil; Pune District; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Crisil is seeking a skilled professional for its Private Markets team focused on financial modeling and portfolio surveillance. You will monitor portfolio companies, analyze financial data, and provide valuable insights to support investment decisions.

The role requires at least 1 year in Private Credit or Private Equity, with CFA designation or ongoing CFA studies preferred; strong Excel/Bloomberg proficiency is essential.

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 and data analysis.
• Experience in credit risk assessment and financial statement analysis.
• Advanced Excel skills and familiarity with Bloomberg required.
• CFA designation or active pursuit preferred.

Responsibilities

• Ingest financial, operational and KPI data from portfolio companies.
• Support onboarding of new deals and migrate historical data.
• Prepare ongoing financial reporting on portfolio companies.
• Assist investment team with research and deal support.
• Develop standardised info packs for each investment and monthly reports.
• Conduct news searches to support potential investments.

Skills

Financial modeling

Credit analysis

Data analysis

Credit risk assessment

Financial statement analysis

Excel

Bloomberg

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.