Corporate Analytics & Portfolio Management, AS

Overview

Support Portfolio Managers in financial analysis, valuation and ongoing monitoring of private share-backed and corporate lending exposures within the Wealth Management Portfolio Management team.

What you'll do

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

What you'll need

• 2-5 years of experience in Valuation, Transaction Advisory, Corporate Finance, Investment Banking, Credit Analysis, Equity Research or similar financial services roles.
• Strong understanding of financial statements and financial analysis.
• Familiarity with valuation methodologies, including Discounted Cash Flow (DCF), Comparable Company Analysis, Trading Multiples and Precedent Transaction Analysis.
• Experience building and maintaining financial and valuation models in Excel.
• Understanding of key corporate finance and credit metrics, including leverage, liquidity, cash flow generation and debt servicing capacity.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to analyse complex businesses and translate findings into concise written conclusions.
• Strong written and verbal communication skills.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows, applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Nice to have

• Professional qualifications such as CA, CFA, MBA or progress towards qualification.

Details

• Location: Mumbai, India.
• Employment is at the Associate corporate title.