Financial Analyst

Overview

1. Investment Analysis and Documentation

• Monitor company held investment’s balance sheets, cash flows, financial covenants and identify risks and operational gaps involved.
• Conduct sector and industry analysis to assess business conditions and assess default risk, capital structure, covenants and market positioning.
• Develop and maintain financial models to forecast investment performance and impact on portfolio.
• Perform market research across asset classes, including equities, real estate, commodities, and alternative investments.
• Prepare comprehensive reports and presentations of financial performance, risks, and present it to management and directors.

2. Banking and Treasury Operations

• Assist with required documentation such as Bareboat charter parties, MOA’s, Guarantees and delivery schedules for fleet financing/re-financing.
• Maintain financial covenants for each vessel on regular basis and timelines for opportunities to re-finance the assets in the fleet.
• Maintain regular communication with lenders and leasing houses to provide updates on compliance certificates.

3. Fundraising and Due Diligence Support

• Maintain Virtual Data Room (VDR) with recent corporate, technical and legal documents for internal and lender review. (MOA, KYC, class and flag certificates)
• Collect and maintain the “Know Your Customer” information of all entities in the group across jurisdictions required for bank compliance.
• Co-ordinate with accounts and operations team for change in owners of vessels and payment timelines for vessel delivery and cashflow planning.

4. Reporting and Communication

• Act as primary contact for routine administration inquiries from financial institutions, Vessel Owners and Brokers.
• Prepare agendas and minutes for high-level meetings with investment bankers, shipbrokers, leasing houses and legal advisors.
• Serve as secretary and maintain minutes for board meetings and committee meetings when required.
• Maintain and regularly update a comprehensive departmental-wise database of key industry contacts, including banking professionals, charterers, shipbrokers, and senior management and advise on effective methods for data collection.

5. Market Research on Shipping Intelligence

• Maintain shipping intelligence data including historical asset prices, vessel-wise market rates, vessel valuations and target owners for vessel demolitions.
• Build dashboards and provide customized reports with latest market developments to head of departments on weekly basis.
• Identify and recommend methods, tools, and processes for collecting, organizing and analysing data.

Candidate Profile

• ***Preferred Requirements (3-5 years of experience)***
• Bachelor’s degree (or higher) in Finance, CA or MBA is preferred.
• 3 – 5 years of relevant experience in Financial Analysis or Banking preferred.
• Strong Financial and marine industry background with practical experience in maritime finance, structured debt and leasing structures.
• Ability to analyse company performance, risks involved, financial health and market alignment of existing and new investments.
• Understanding of process and required documentation based on the current stage of loan/leasing transactions.
• Familiarity of legal documents required for compliance with lenders, insurers and charterers in maritime industry.
• Able to utilize advanced Excel features to create complex formulas and/or pivot tables and basic financial models (e.g. projections of costs for products/services).
• Proficient with ERP software such as Tally or SAP to gather historical data for future projections.
• Strong analytical, market research skills on maritime data and organization of databases.
• Capable of working with highly confidential financial and legal information.