Senior Associate - Structured Finance & Portfolio Management – 5+ years
Location: Hyderabad, India
Summary
An exciting opportunity for a Senior Associate role in the Portfolio Management team. The position involves working closely with clients in the structured finance space, managing onboarding, transaction setup, and ongoing monitoring of investment portfolios on a proprietary platform. The role also includes data analysis, reporting, and ensuring accuracy in financial metrics.
Your Future Employer
A leading technology-driven solutions provider transforming the private markets industry through innovative technology and deep domain expertise. The company offers compelling solutions to investment firms and banks across various asset classes.
Responsibilities
- Onboard clients' investment portfolios onto the proprietary platform.
- Work closely with clients to support investment transactions in Structured Finance, Whole Loan, ABS, CRE, etc.
- Coordinate with clients on timelines and deliverables, ensuring smooth execution.
- Analyze and interpret data from legal documents, reports, and financial statements, including cash flow monitoring.
- Manage monthly data reporting and calculation of financial covenants and key metrics.
- Ensure accuracy in reports and logic on the platform, and present analytics to clients.
- Address ad hoc client requirements and manage projects independently.
Requirements
- Broad understanding of structured finance products, corporate credit, and ABS.
- Strong grasp of financial concepts and a basic understanding of Excel.
- Ability to work independently and within a team in a fast-paced environment.
- Excellent communication skills – written, verbal, and interpersonal.
- A degree in Finance/MBA or relevant advanced degree is preferred. Prior experience in investment banking, asset management, or financial advisory is desirable.
What is in it for you
- Opportunity to work with leading industry professionals.
- Exposure to a wide range of investment products and financial analysis.
- Career development opportunities in a dynamic and growing company.
- Work in a collaborative, innovative, and fast-paced environment.
Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on radhika.agrawal@crescendogroup.in for a confidential discussion on the role.
Disclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated
Profile Keywords: Structured Finance, Portfolio Management, Investment Transactions, ABS, Whole Loan, CRE, Financial Analysis, Client Coordination, Data Reporting, Crescendo, Crescendo Global