Delhi, India
Dedicated & results-driven Senior Associate in Financial Services with a proven track record of delivering exceptional client service.
●Supporting restructure of Syndicated loans, working closely with various stakeholders to ensure smooth execution and compliance with standard procedures and policies. ●Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth. which includes direct client engagement, project management, and presentation coordination where necessary. ●Accurately reviewing and maintaining asset and contract data, processing amendments, investigating discrepancies, and rectifying with monitoring and actioning exceptions. ●Aid all team members with daily project management, data validation, and data deliverables as needed. ●Interact with appropriate individuals/entities to gather all pertinent information to reflect date accurately in the system. Handle requests from different departments and clients within turnaround.
●Responsible for reconciliations, balancing, and publishing of cash ledgers, as well as issue research, resolution and reviewing system generated reports to ensure proper monitoring of the facilities and handle exceptions items. ●Process trade settlement & contracts globally in WSO Admin based on the information provided by client. ●Responsible for accurately processing daily activity, new deal closings, restructures and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and faxes from agent banks. ●Interact with appropriate individuals/entities to gather all pertinent information to reflect date accurately in the system. Handle requests from different departments and clients within turnaround.
1. Organizing secondary research through general secondary sources, company's and government websites. 2. Building 3 statement financial models using historical data and providing forecasts based on various industry related operating metrics. 3. Conducting fundamental analysis to assess the financial health of the company. 4. Evaluate company's intrinsic value based on various financial valuation methods such as DCF, comparable company analysis. 5. Preparing write-ups/ Information Memorandums/ Presentation on companies including financial information and balance sheet information.