Senior Consultant - Risk and Portfolio Management in Capital Markets

Senior Consultant - Consulting Risk - Core Portfolio Management - Capital Markets - Mumbai

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. 

 

The opportunity : Senior Consultant - Consulting Risk – Core Portfolio Management – Capital Markets - Mumbai

AMI :

The Advanced Manufacturing, Mobility & Infrastructure (AMI) Industry Market contains the following industries: Aerospace and Defence, Chemicals, Infrastructure, Industrial Products, Automotive, and Transportation that includes Mobility-as-a-Service. We help our clients to address the rapidly changing needs of our business world on not only how goods and services are bought and sold, but also on how they are devised and created. AMI builds and shares resources across sectors facing common challenges and aims to drive more effective cross-sector collaboration while enabling greater resource-pooling and developing more cohesive market responses. AMI also presents an opportunity to link regional sector communities with a more robust, global priority sector infrastructure.

CNS - Risk - Process & Controls :

EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. 

We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organization's ability to meet its future business strategy and objectives. The 3 key fields of play are :

Enterprise Risk - helps clients identify and address key risk areas, while building the agility to respond quickly. The areas of focus include Enterprise risk and resilience, Internal audit, Compliance and Internal controls

Technology Risk - helps clients to achieve sustainable growth by supporting their efforts to protect their business performance and by providing trusted communications on internal control and regulatory compliance to investors, management, regulators, customers and other stakeholders. EY teams accomplish this by assessing the technology risks that are introduced to businesses.

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.

Your key responsibilities

Technical Excellence

• Management of KYC processes on all live and existing debt and FX mandates.
• Produce management information and external reports for debt and FX
• Oversight of facility borrowing bases, ensuring proactive management of events that impact borrowing capacity, such as new closed investors and/or investor transfers
• Ensure debt & FX covenants are followed appropriately, liaising with internal and external stakeholders when necessary
• Support the portfolio management of subscription, hybrid, and NAV debt facilities, ensuring active management of renewals, increases and decreases.
• Close collaboration with Treasury on the day-to-day management of facilities
• Calculation of FX hedge ratios and recommendation of FX forward trades in line with hedging policy
• Monitoring of debt, FX, and legal costs, ensuring prompt settlement of lender & legal fees
• Active research of the Fund Finance market and competitor analysis

 

Skills and attributes

 

To qualify for the role you must have

Qualification

• Project planning, implementation, and delivery is essential for this report.
• Project Experience of working with various types of facilities & FX for private equity funds, either from the fund or lender side of the transaction is advantageous.
• Experience with FX hedge products and strategies would be beneficial.
• Good communication skills, both written and verbal. Prior experience dealing with a global client base is preferred.
• Good working knowledge of MS Office, particularly Excel. VBA knowledge would be beneficial.
• Ability to manage own workload and prioritise delivery.
• Ability to manage deliverables of the team.
• Excellent attention to detail.
• Prior experience in the fund finance industry is beneficial but not essential.

What we look for

 

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. 

 

What we offer

 

EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.

 

Experience Level

Senior Level