Senior Lead/Manager - Portfolio - CIB - Investment Banking - CA/CS/CFA/ICWA

PFB JD.

Location- Bangalore

Sr. Role- 6+ Years

Lead role- 8+ Years

Shift timings- 1.30 PM - 10.30 PM

In this role, you will:

- Lead complex initiatives, including those that are companywide with broad impact

- Act as key participant in large scale planning for Corporate Banking Portfolio Management functional area

- Review and research complex multifaceted, large scale, and long term business challenges within Corporate Banking Portfolio Management functional area that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

- Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives

- Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals

- Lead projects, teams, or serve as a peer mentor.

- Credit analysis of loan collaterals to support the lending decisions.

- Financial statement analysis covering various trends including key computing ratios for leveraged loans

- Understanding credit agreements of loans and summarizing key deal terms

- Analysis on loan portfolio financial performance and trends including reporting on troubled loans, losses and recoveries

- Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants

- Tracking & reporting on financial trends of the client or loan given by the bank

- Preparing monthly and/or quarterly surveillance decks to report on the above

- Maintaining various databases and spreadsheets for internal reporting

- Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workflow planning.

Required Qualifications:

- Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

- Experience in Asset Backed Finance will be a big plus

- CFA level I, II or III

- CA / CS / CWA or an equivalent professional qualification

- Advanced Microsoft Skills (Excel & PowerPoint) with understanding and experience with Macros/VBA/coding

Job Expectations:

- At least a MBA or an equivalent qualification 6+ years of experience in credit analysis, portfolio management, debt research, corporate lending or structured finance (corporate loan analysis or CLOs)

- Advanced Excel and analytical skills Strong communication skills - both verbal and written.

- Ability to clearly & concisely speak on complex topics, as well as strong business writing skills High level of personal motivation, strong interpersonal skills and ability to effectively work across continents

- Must be able to work in a fast paced production environment and juggle a variety of tasks (time management skills are important)

- Must be comfortable working independently and as part of a team.