자산 관리 포트폴리오의 데이터 품질 관리와 신용 분석 지원 업무를 수행해요. 대형 금융기관에서 4년 이상의 관련 경력을 쌓은 분을 찾고 있으며, 고급 엑셀 및 VBA 활용 능력이 필수예요. 하이브리드 근무 방식으로 운영되며, 업무 특성상 마감 기한을 준수하며 다수의 이해관계자와 협업해야 해요. 별도의 팀 규모나 보고 체계는 명시되지 않았어요.
Asset Management
Permanent contract
Bangalore, India
Hybrid
Reference 25000L1G
Start date Immediately
Publication date 2025/12/09
MAIN ACCOUNTABILITIES
The individual will be responsible for assisting the credit analysts of CPM FAI having the portfolio of asset managers; Mutual funds, Hedge funds, private and institutional funds, pension funds; and other counterparties. Day to day responsibilities include:
Assisting in upgrading the internal data quality management for NBFI portfolio primarily funds by assisting in the remediation of internal groupings and setups, classification while liaising with data management and onboarding teams.
Assisting in fund segmentation, new combinations, matrix update, liaising with CPM, Risk, Data management and onboarding teams. Perform permanent supervision.
Assist Credit analyst in CPM to improve data quality for Auto-limits, NAV Flows, loss of ratings, etc. liaising with different Business lines.
Assist in preparation of the credit’s portfolio analysis in the framework of global annual reviews to be prepared in coordination with the CPM FAI teams worldwide.
Do a prescreening / portfolio-level review of material credit matters as seen through risk metrics.
Assist in the post-trade monitoring process for various reports including that of overshoot monitoring, stress testing, NAV monitoring etc.
Assist the CPM/FAI analysts in the region with the processing of credit applications.
Regularly update the monthly workflow and collect information from analyst / front office/ RMs to ensure timely closure of files.
Liaise with business lines to determine trading needs for the year and notify/report post approvals from credit teams.
Input of credit requests from the deal flow and information in our various systems.
Prepare reports for portfolio monitoring- limit overshoots, Auto-limit, limit loss, MI Reports on Funds, Permanent Supervision reports, Deck preparation, obligor risk ratings dashboard, annual review deadlines, region/sector exposure, covenant compliance, Watch List triggers etc.
Provide the necessary support to the onshore and offshore teams to ensure a smooth operation within CPM.
Source information from various internal and external systems/tools as requested by the CPM analysts, follow up on actions to be performed by the credit teams.
Ensure compliance with all applicable regulatory requirements, global standards, and industry best practices.
Be back up for the tasks assigned to ISD team.
Prepare KPI reports and assist with reporting tasks.
COMPETENCIES
Ability to organize time and manage deliverables to deadlines under pressure.
Ability to identify and accommodate shifting priorities with little notice.
Acquire ability to complete work with minimal or no supervision.
Strong communication skills and ability to interact with banking professionals at all levels.
Quick learner with ability to multi-task while paying attention to details.
Ability to learn and utilize SG systems.
Ability to investigate/research/synthesize data and make appropriate conclusions.
TECHNICAL SKILLS
Good understanding of lending terminology, commercial & investment banking products, derivatives, legal documentation
Good knowledge of finance and accounting fundamentals.
Proficiency using MS Office for data and reporting requirements.
Experience in Advanced MS Excel, Power Pivot, Power Query, Data Querying, Macros, VBA
Experience in Developing Macros, VBA code writing, Troubleshooting, is an advantage.
Experience in data Analysis, Data Cleaning, Dashboard reporting and other reporting tools (e.g., Power BI) would be preferred.
Experience in Credit Administration / Middle Office functions is an advantage.
Knowledge of third-party information sources like Bloomberg, S&P, SNL etc.
Ability to learn and utilize SG systems.
PRIOR WORK EXPERIENCE
o Sr. Analyst – Credit Admin (4+ years of relevant experience)
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status”
At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious. Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA. If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us! Still hesitating? You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.
We are committed to support accelerating our Group’s ESG strategy by implementing ESG principles in all our activities and policies. They are translated in our business activity (ESG assessment, reporting, project management or IT activities), our work environment and in our responsible practices for environment protection.
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.
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Sr. Analyst Credit Admin
Permanent contract
Bangalore, India
Hybrid
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