Senior Analyst - Treasury & Fund Raise - BFSI - CA/CFA/ICWA

Senior Analyst - Treasury & Fund Raise

Role & responsibility :

Fund raise support :

- Preparation of documents required for both the renewal and new loans including CMA/ Projections.

- Coordinate with the lenders to ensure the timely submission of information.

- Proactive communication with lenders to facilitate smooth documentation processes.

- Coordinate with the potential lenders for due diligence and organise meetings for the lenders with Samunnati team.

- Coordinate with arrangers and consultants.

Data Room Management :

- Build the data room by capturing all the information points required for due diligence.

- Continuously update data points.

- Information coordination with external stakeholders.

- Analysis of financials for presentation to lenders and rating agencies.

Reporting & Analysis:

- Prepare presentations for internal and external stakeholders.

- Financial MIS dissemination and analysis.

- Covenant tracking.

- Weekly and Monthly Treasury reports.

- Preparation of Newsletter.

- Updating monthly performance highlights.

Qualifications :

- MBA Finance/ CFA/ CA/ ICWA.

- Atleast 3 years post qualification experience with Investment Banking/ Treasury/ Corporate Finance, preferably experience with NBFC/ Financial institution.

Skillset :

- Analytical and Presentation skills.

- Microsoft Excel and Ppt expertise.

Compensation :

Notice Period - One Month