Job Description
Role:
– Evaluate various investment opportunities in Gsec/SDL/Banks & FI/ Corporate debt/ Debt MF & credit & venture debt funds (understanding the underlying issuers)
– Analyse credit profile of the company, build model to prove that they have sufficient cash flows to service our investments, prepare investment thesis and present it to investment committee
– Negotiate yields with the debt brokers or issuers of the debt instrument and finalizing the term sheet (Tenor, nature of instrument, security, put/call option etc.)
– Participate in co-lending or co-investment opportunities through ARC/credit funds/Venture debt funds/AIF
– Track existing investments & recommend exit line items in case of liquidity requirements of the family
– Continuously in touch with debt market participants (Brokers, Mutual Funds, Banks, Corporates, PDs, or Insurance companies for sourcing of bonds)
– Ensuring that all the fixed income transactions are captured in reporting software
– Closely monitor the credit exposures with review at quarterly intervals
– Review & report fixed income portfolio with various cuts to the Investment committee at quarterly intervals
– Handle the team of analysts
Requirements:
– Qualification: CA/ MBA/CFA
– 6-15 years of work experience, preferably in a mix of credit and fixed income investment/ markets
– Experience in debt Capital market/ credit rating/credit appraisal is a prerequisite. Exposure to analysis of corporate entities across sectors. – Exposure to Banking & Finance sector is a plus.
– Robust Analytical skills and ability to form a credit opinion.
– Preferably some background in dealing directly with corporates as part of the analytical role. Must possess strong financial analysis skills, including developing forecasts, peer/ industry analysis and ability to identify key drivers for any given issuer.
Location: Hyderabad
Company: This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on Investments