Senior Associate/ Manager, Capital Solutions

Reports to: VP, Capital Solutions India

Supervises: Yes

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

• →Manage lender deliverables, compliance reporting, borrowing notices, paydowns, rollovers, and other facility-related activities.
• →Prepare and monitor borrowing base reports, covenant compliance, liquidity requirements, and financing capacity across credit facilities.
• →Monitor portfolio company performance through financial analysis, key credit metrics, liquidity trends, and covenant compliance.
• →Perform ongoing CLO surveillance, including collateral quality monitoring, concentration testing, rating agency compliance, and portfolio eligibility reviews.
• →Oversee issuer credit estimate processes and monitor rating actions, credit events, and portfolio developments impacting CLO performance.
• →Prepare management reports, portfolio surveillance dashboards, and analyses to support investment and financing decisions.
• →Lead and develop a team responsible for recurring reporting, compliance, and operational deliverables while ensuring accuracy and adherence to controls.
• →Drive process improvements, automation initiatives, and operational efficiencies across Capital Solutions activities.
• →Partner with investment professionals, lenders, rating agencies, trustees, and other stakeholders on financing and portfolio-related matters.
• →Support strategic initiatives, special projects, and ad hoc analyses as required.

Education:

• Post-Graduation in Finance/MBA Finance, CA

Experience Required:  

• Minimum 8-10 years of experience in borrowing base preparation, CLOs, portfolio monitoring, treasury, liquidity management or asset management operations.

General Requirements:

• Ability to work independently in a fast-paced, high growth environment.
• Dependable, great attitude, highly motivated, team player and strong work ethic.
• Ability to assist in managing several third-party banking relationships.
• Strong understanding of business and accounting principles.
• Excellent verbal and written skills; ability to analyze and summarize complex information both verbally and in writing.
• Strong problem-solving and analytical skills.
• Excellent Excel skills (to build templates, complex formulas, etc.).
• Ability to multi-task and prioritize/manage deadlines.
• Excellent organizational, and interpersonal skills.
• Overlap of business hours of at least 4 hours required.
• System familiarity (i.e. Intralinks, WSO, Bloomberg) not required, but preferred. 5-7 years of experience preferred.