Role – Investment (Credit) Analyst
Location - Mumbai
About the role:
Part of Investment team at Vivriti Asset Management. Role would include portfolio investment, monitoring and research for various debt schemes to be managed by Vivriti AMC with a focus on FI investments.
Key Responsibilities:
Fund deployment phase:
- Independently conduct due diligences, prepare investment notes, seek IC approvals
- Seek, analyze, and structure data provided by clients
- Thorough field diligence & meetings with the senior management of investee entities
- Prepare insightful credit report for presentation to Investment Committee with cogent recommendations
Post deployment phase:
- Identifying early warning signs of credit deterioration
- Investment monitoring (desk and field), field visit, management meetings, calls, etc.
- Regular Updates to Investment Committee and investor reporting
- Suggestions on portfolio Rebalancing
Credit Research:
- Track assigned sectors closely and publish regular research reports to internal and external stakeholders
Desired skills and experiences:
- Preferred Qualification CA/CFA/MBA
- Possess 2-5 years of relevant credit assessment experience / lending experience / credit rating / transaction advisory.
- Familiarity with financial services sector (NBFCs) including ABS (DA/PTC).
- Be brilliant with numbers, analysing financial statements, managing and interpreting data and solving problems - to aid in taking investment decisions.
- Advanced skills in MS Excel. Demonstrable experience in spreadsheet-based financial modelling and analytics.
- Skilled in expressing ideas clearly and persuasively, both verbally and in writing.
- Has a strong analytical and business judgement in respect of credit matters, and the ability to form an overview of things.
- Possess strong people skills which will give you the ability to consult with stakeholders at all levels.
- Be as ambitious as we are, and hence be willing to go out of her / his way to burn the midnight oil to meet targets and deadlines.
- Possess a good eye for detail and have demonstrated ability to work under pressure.
- Be a highly motivated, proactive, and resilient individual.
- Be willing to travel extensively pan-India for on-field monitoring of clients.
