Results-driven Portfolio Management Analyst with proven expertise in real estate data and credit/debt management. Skilled in leveraging Power BI and advanced data integration to deliver actionable insights, optimize portfolios, and drive strategic decision-making.
Wipro
Gurugram
Portfolio Management: Support portfolio management activities by providing detailed reports and data-driven recommendations on asset allocation and investment strategies Credit / Debt Strategies: Assess and handle debts tied to property assets for improved fiscal outcomes and analysis of loan strategies Real Estate Analytics: Evaluate the performance of the fund and identify investment opportunities by conducting a comprehensive analysis of real estate data Power BI Dashboard creation: Create and sustain interactive Power BI dashboards that effectively display critical metrics and findings to enhance productivity and minimize manual tasks, ultimately boosting efficiency Data Integration and Reporting: Integrate data from various sources, ensuring accuracy and consistency, and generate comprehensive reports for stakeholders
Oxane Partners
Gurugram
Supporting clients in monitoring the performance of their investments in corporate credit across various sectors Proprietary platform solutions to monitor the end-to-end risk exposure of the consolidated portfolio and provide exclusive coverage and commentary on the Credit Outlook altogether Prepare appraisal reports as per client’s requirements based on the analysis of historical performance Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, etc Monitor financial covenants (leverage ratios, interest coverage ratios, etc.) and other credit metrics to highlight any red flags on the credits Adding value as a mid-off functionality in terms of Flexible Reporting, Covenant Monitoring, Financial Analysis and Spreading Working on various monthly and quarterly deliverables which includes Data Gaps, Reporting VAE Trigger and Variance Reports Debt portfolio management (Focused towards Middle market loan assets) Creating loan asset schedules and borrowing bases for the clients and build interactive BI based dashboards to identify the key business drivers and KPIs to forecast performance Validate performance reports and dashboards on the Oxane platform and resolve data or accuracy related issues
B.B.A
Tasks
Full Professional Proficiency
Full Professional Proficiency