Corporate Analytics & Portfolio Management, AS
Core
Associate supporting Portfolio Managers in financial analysis, valuation, and ongoing monitoring of private share-backed and corporate lending exposures.
Role type
Associate, Corporate Analytics & Portfolio Management
Builds
Financial and valuation models for portfolio monitoring and credit analysis
Domain
Financial Services / Corporate Lending / Structured Finance
Required skills
Financial statement analysis, DCF valuation, Comparable Company Analysis, Trading Multiples, Precedent Transaction Analysis, Excel modeling, Leverage metrics, Liquidity analysis, Cash flow generation, Debt servicing capacity, Stress testing, Scenario analysis, Industry research
Preferred skills
CA, CFA, MBA, AI tool proficiency
Technologies
Excel
Responsibilities
Analyse company financial statements and operating performance to support credit assessments; Build and maintain financial and valuation models; Support valuation assessments of private companies using DCF and multiples; Monitor company performance and industry developments; Support covenant tracking and financial ratio monitoring; Perform stress testing and scenario analysis; Conduct industry and company-specific research; Prepare written summaries and presentations for credit committees.
Seniority
Associate, 2-5 years experience