Job Description
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
Job Summary
We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients.
Responsibilities:
• Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals.
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• IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies.
• Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing.
• Due Diligence: Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential.
• Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals.
• Cashflow Modeling: Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments.
• Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring.
• Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral.
• Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management.
• Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis.
• Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events.
• Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective.
• Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization.
Skills Required:
• MBA in Finance, CFA, or CA qualification.
• Experience in analyzing Asset Backed Finance deal structures and collateral is a plus.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word).
• Ability to summarize complex information succinctly and efficiently.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects in a fast-paced environment.
• Detail-oriented with a commitment to accuracy and precision.
• Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.
• Thorough understanding of basic financial concepts and the ability to critically implement them.
- Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers' and clients' business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
- Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
Deliver
NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed
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