AVP - Portfolio Management

Location

Mumbai | India

Job description

Macquarie Asset Management (MAM) is a full-service asset manager, offering specialist investment expertise across public and private markets, including fixed Income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate and asset finance.

With c.AUD$20bn of AUM, the Macquarie Asset Management Private Credit (MAM PC) portfolio of debt investments spans a number of industry sectors, with a particular focus on the key principles of environmental, social, and governance considerations, such as renewable energy (solar and wind), social housing, and private finance initiatives, as well as traditional infrastructure assets (roads, rail, and airports). 

As the MAM PC business continues to expand, we are seeking an infrastructure finance professional to join the Portfolio Management Team based in Gurugram.  In this role you will join our dedicated Portfolio Management Team spread across London, New York and Gurugram and will take ownership of managing a defined pool of assets within the portfolio, including, but not limited to, ongoing monitoring of borrower (and key counterparty) financial and operations reports, press alerts, ratings announcements, and presenting outcomes to the Portfolio Director and other key stakeholders across the business.

You will also review and assess the impact of any proposed waivers or variations to existing debt investments, and undertake any required due diligence associated with those requests to formulate your analysis and recommendation to submit for approval.  In addition, with your portfolio management experience and knowledge of infrastructure financing structures, you will train junior members of the team on best-in-class portfolio management practices. You will also be involved in key portfolio reporting, adhoc projects and investor communications.

Key responsibilities will include:

• Experience in structuring and / or analyzing the risk fundamentals of infrastructure debt
• Managing a portfolio of loans in specific sectors / categories along with experience in reviewing and working with financial models
• Preparation of borrower information updates and adhoc requests for submission to the Portfolio Director, Transaction Director, and Credit Risk Team
• Strong communication skills, including the ability to decipher and articulate key issues in a clear and concise manner (written and verbal)
• Undertake a full annual review of each loan in your assigned portfolio (including performance of the underlying business or project) for submission to the London and/or New York team.
• Ongoing research of counterparty, sector, political or other relevant aspects of each loan to be monitored on a regular basis
• Preparation of Investment Committee reporting, coordinating with a number of stakeholders in the business
• Collecting financial information metrics and data on broader portfolio themes  
• Maintaining central databases of key portfolio information such as credit ratings and other metrics
• Participating in and contributing to global team meetings on a regular basis
• Ensuring adherence to timetable and maintaining a high quality of deliverables
• At ease in analytical discussions, with a rounded, commercial approach to risk decisions
• Continuously innovate with focus to improve process – enhance efficiencies and add value, ensuring quality consciousness in all aspects of the team.
• Understanding due diligence requirements for varying proposals (legal, technical, financial and other relevant due diligence reports) and fundamental knowledge of debt documentation

About You

You are an experienced person in financial services industry and have core accounting and/or financial analysis experience, as well as an understanding of debt structures. You have a strong customer service ethic, proactively understanding client requirements and maintaining good relationship with key stakeholders and an ability to work in a virtual global team and manage cross-border relationships effectively.

We want to hear from you if you have:

• Postgraduate accounting qualification, CA, CPA or MBA Finance
• 7+ years of relevant post qualification experience in above mentioned competencies
• Willingness to travel overseas.
• Willing to work in shifts.
• A strong finance / accounting background, reviewing financial models, cash flows, financial statements, as well as being familiar with (or have an aptitude for) the relevant loan documentation and key contracts
• High accuracy, strong numeracy and a good attention to detail
• Have advanced Excel skills
• Ability to work under pressure and work to tight deadlines, both autonomously and as part of a team
• Be highly motivated, proactive, and be able to execute critical work streams with limited supervision and direction
• Strong prioritization skills, the ability to deliver within tight timelines, show effectiveness in your planning and ensuring quality output whilst demonstrating excellent attention to detail
• Outstanding communication skills both verbally and written.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

 About Macquarie Asset Management

Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at September 2022, Macquarie Asset Management had $A795.6 billion of assets under management.

Our commitment to Diversity and Inclusion 

The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

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