Job Description
Reports to: VP, Capital Solutions India
Supervises: Yes
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Manage lender deliverables, compliance reporting, borrowing notices, paydowns, rollovers, and other facility-related activities.
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Prepare and monitor borrowing base reports, covenant compliance, liquidity requirements, and financing capacity across credit facilities.
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Monitor portfolio company performance through financial analysis, key credit metrics, liquidity trends, and covenant compliance.
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Perform ongoing CLO surveillance, including collateral quality monitoring, concentration testing, rating agency compliance, and portfolio eligibility reviews.
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Oversee issuer credit estimate processes and monitor rating actions, credit events, and portfolio developments impacting CLO performance.
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Prepare management reports, portfolio surveillance dashboards, and analyses to support investment and financing decisions.
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Lead and develop a team responsible for recurring reporting, compliance, and operational deliverables while ensuring accuracy and adherence to controls.
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Drive process improvements, automation initiatives, and operational efficiencies across Capital Solutions activities.
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Partner with investment professionals, lenders, rating agencies, trustees, and other stakeholders on financing and portfolio-related matters.
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Support strategic initiatives, special projects, and ad hoc analyses as required.
Education:
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Post-Graduation in Finance/MBA Finance, CA
Experience Required:
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Minimum 8-10 years of experience in borrowing base preparation, CLOs, portfolio monitoring, treasury, liquidity management or asset management operations.
General Requirements:
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Ability to work independently in a fast-paced, high growth environment.
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Dependable, great attitude, highly motivated, team player and strong work ethic.
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Ability to assist in managing several third-party banking relationships.
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Strong understanding of business and accounting principles.
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Excellent verbal and written skills; ability to analyze and summarize complex information both verbally and in writing.
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Strong problem-solving and analytical skills.
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Excellent Excel skills (to build templates, complex formulas, etc.).
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Ability to multi-task and prioritize/manage deadlines.
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Excellent organizational, and interpersonal skills.
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Overlap of business hours of at least 4 hours required.
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System familiarity (i.e. Intralinks, WSO, Bloomberg) not required, but preferred. 5-7 years of experience preferred.
Reporting Relationships
Vice President, Capital Solutions
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
