Credit Analyst - Investments Family Office

3 - 6 Years

Hyderabad

Posted 3 months ago

#Credit Analysis #Credit Appraisal #Credit Rating #CFA #CA

Position: Credit Analyst (Investments focussed Family Office)

Role:

- Undertaking detailed analytical research on debt issuers (Corporate Bonds/NCD/MLD/Tax Free Bonds). Going through the annual reports, credit rating reports, building financials model to understand repayment capability of issuer with financial ratio and cash flow analysis, speaking to the Company/ industry experts/ Banks/ rating agencies to understand the issuer in detail

- Benchmarking of financials and physical performance with peers in the industry to understand key strengths and weakness of corporates

- Prepare investment note with key financials, pros and cons of the issuer and recommendation to the investment committee

- Assessment of quality of security being offered and tracking security cover during the tenor of the facility

- Closely monitor the credit exposures with review at quarterly intervals

- Connect with direct market participants - Brokers, Mutual Funds, Banks, Corporates, PDs, or Insurance companies for sourcing of bonds

- Evaluating the AIF's/ PMS's/ MF's investing in debt (Investment grade & high yield products) by speaking to the product manufacturers and taking feedback from the market & preparing the note to be presented to the investment committee

Requirements:

- Qualification: CA/ MBA/CFA. CA is preferred.

- 3-5 years of work experience, preferably in credit rating/credit appraisal/ debt Capital market, is a prerequisite. Exposure to credit analysis of Banks, NBFCs and Financial Institutions is a plus

- Robust Analytical skills and ability to form a credit opinion

- Preferably some background in dealing directly with corporates/ financial services entities 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

This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on Investments