About the role

Led advisory and execution support across a broad range of investment transactions, including performing and non-performing loan portfolios, real estate investments, middle-market transactions, and specialty financing engagements.

Owned end-to-end delivery of client projects, ensuring timely execution, high-quality outcomes, and adherence to project objectives and stakeholder expectations.

Directed and supervised implementation teams throughout product implementation and post-implementation phases, driving seamless integration, issue resolution, and client satisfaction.

Performed ad hoc analytics, portfolio monitoring, surveillance, and reporting to address client-specific requirements and provide actionable insights for decision-making.

Served as the primary liaison between clients and development teams, acting as a Business Analyst for platform enhancements, client change requests, and issue management to ensure effective communication and delivery.

Functioned as an extension of client asset management teams by supporting financial due diligence, asset management reporting, post-deal performance analysis, and strategic business planning initiatives.

Proactively identified, managed, and resolved stakeholder conflicts and project risks through mediation, negotiation, and consensus-building, ensuring alignment across cross-functional teams and successful project outcomes.

Delivered value-added recommendations and strategic insights to enhance operational efficiency, portfolio performance, and overall client outcomes.

Requirements

MBA, PGDM, or equivalent postgraduate degree with specialization in Finance, Information Technology, or a related field; B.E./B.Tech preferred.

Demonstrated experience in designing and implementing technology-driven solutions, with a strong ability to leverage technology to enhance financial processes and operational efficiency.

Strong understanding of financial concepts, with advanced proficiency in Microsoft Excel, VBA/Macros, and SQL (intermediate to advanced level required).

Exceptional attention to detail and a logical, analytical mindset, with the ability to interpret and analyze large volumes of qualitative and quantitative data.

Excellent written and verbal communication skills, capable of presenting complex financial and technical concepts in a clear and concise manner.

Proven ability to take initiative, work independently, and thrive in fast-paced environments while demonstrating resilience and adaptability under pressure.

Strong interest in and understanding of technology, supported by relevant professional experience. Prior exposure to development or IT roles will be considered a significant advantage.

Knowledge of Loan Servicing and Alternative Investments across various asset classes, including:

Asset-Based Lending (ABL)
Commercial Real Estate (CRE)
Middle-Market Financing

Exposure to EMEA (Europe, Middle East & Africa) and US financial markets and investment products will be preferred.

Technical Business Analyst - Platform Solution Group (SPM)

About the role

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