Fund Associate - EMEA

- Credit Officer Responsibilities for a portfolio of Counterparties within the EMEA Fund's portfolio, which includes Investment Advisors, Mutual Funds, Pension Funds and Private Equity clients.

Daily responsibilities include:

- Conduct in-depth credit analysis and write high-quality credit reviews, to assign internal credit rating and risk appetite for trading clients

- Approving new client onboarding requests, after performing necessary due diligence

- Prescribe credit terms and covenants for legal agreements with clients

- Investigate credit limit breaches by speaking to Sales, Operations and Credit Risk Analytics team, determine the cause and escalate as per Credit Policies

- Monitor the performance of assigned Counterparties and also closely track developments related to the clients, industry, regulations, etc. and take appropriate action as necessary

- Ensuring that all KRI's related to the portfolio are within limits

- Participating in global projects and initiatives for example: the development of score cards, preparing credit updates for senior management, suggesting system and process improvements, participating in Global Sector Forums etc.

Mandatory

- Professional degree holders such as CAs (Rank holder or 1st Attempt pass), MBAs from reputed institutes, or CFA. Other postgraduate degrees will be accepted if accompanied by relevant CRM experience

- At least 4 years prior experience in CRM or Rating assignments, working in any sector. Prior experience in the Funds sector will be an added advantage

- Excellent verbal and written communication skills, especially report writing skills, and the ability to independently lead global calls

- Strong analytical ability, with an eye for detail and the ability to identify emerging risks

- The ability to be a 'self-starter', have proactive approach to resolving issues and the willingness to learn

- Proficiency in Microsoft Word, Excel and PowerPoint is a must, any additional technical knowledge will be an added advantage

Desired

- Prior experience in managing a Fund's portfolio or any other sector

- Experience in appetite setting, limit setting and monitoring, setting legal documentation terms

- Good understanding of products traded by Investment Banks, legal agreements etc.

- Data Analytical abilities, advanced excel or Python