Portfolio Analyst 3-6 Yrs.

Title: Portfolio Analyst

Location: NKP, Mumbai

Note:

. Specific/ mandatory skills: Must have Finance Background, should have good excel skills & Knowledge of BI tools (QlikView, Tableau) add-on but not must

. Experience range: 3 - 6 yrs

. Open to considering fresher candidates (Yes/No): Yes, but should be good in excel

. Open to considering relocation/ non-local candidates (Yes/No): No

. Maximum CTC (Excluding service fees and GST): 8 - 12 LPA

. Contract duration: 6 months

. Shift timings: 11.00 am to 9.00pm

. Number of days work from office: 2

. Preference of hiring only diversity candidates (Yes/No): No

Description

Loans / lending commitments are often a key component of the relationships held by Client with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the product lines across the Corporate Bank and Investment Bank divisions. Strategic Corporate Lending (SCL) provides governance around the investment of loan capital into these client relationships and risk manages the approved final hold positions down to pre-defined thresholds set by Credit Risk Management. SCL owns the loan risk that it is hedging within its predominantly senior, unsecured asset class Institutional and Corporate Credit portfolio. SCL hedges the final hold positions down to the pre-defined thresholds using single name CDS and the issuance of CLOs referencing the underlying loan risk.

SCL Client MIS team within SCL is primarily responsible for assisting loan execution team in Capital allocation forum (CAF) memo preparation which enables the SCL regional heads on lending decision making process. Additionally the team provides various tools to monitor the cross sell & profitability of relationship lending.

Job Responsibilities

. 6-month extendible contract within Client core relationship lending area

. Preparing business selection memoranda covering quantitative and qualitative criteria used in the case-by-case decision making on Relationship lending

. Assist in Producing quarterly portfolio reports to allow ongoing monitoring of divisions / regions / industries / countries . Assist in the new analysis requested by senior management for client reviews

Key Competencies

. Strong quantitative elements including Excel macros

. Strong ability to problem solve and steer constant process improvements

. Concise focus on attention to detail and audit-proof files

. Excellent communication skills and initiative to engage with other teams

. Familiarity with basic VBA or other programming skills beneficial