Portfolio Monitoring Manager - CF - Pune

Aditya Birla Capital

Remote
Key Responsibilities

  • Portfolio MIS & Analytics
  • Lead development of comprehensive MIS dashboards covering sanctions,

disbursements, collections, pipeline, and portfolio performance.

  • Generate actionable insights on trends, variances, and emerging risks.
  • Identify early warning signals through data analytics (overdues, delays, utilization

patterns).

  • Drive automation and standardization of MIS reporting for efficiency and accuracy.
  • Escrow Cash Flow Analytics & Forecasting
  • Analyze escrow inflows/outflows, including customer collections, project receivables,

and debt servicing.

  • Forecast key business metrics:
  • Disbursement run-rate
  • Collection efficiency
  • Prepayment trends
  • Identify liquidity gaps, timing mismatches, and stress scenarios at project and

portfolio level.

  • Escrow Waterfall Monitoring & Control
  • Track and ensure strict adherence to escrow waterfall mechanisms as defined in

sanction letters and transaction documents.

  • End Use certificates
  • Identify and flag any deviations, leakages, or misallocations in escrow utilisation.
  • Strengthen controls and reporting around escrow operations to minimize operational

and credit risks.

  • Portfolio Health Monitoring (DSCR & Risk Metrics)
  • Track and monitor DSCR and other key financial ratios across the portfolio.
  • Support credit monitoring, renewals, and annual reviews with data-backed insights.
  • Market Intelligence & Strategic Insights
  • Track real estate market dynamics:
  • Market wise Supply and absorption trends
  • Pricing trends
  • Inventory levels monitoring
  • Regulatory developments
  • Asset class trends
  • Benchmark portfolio performance against market indicators and peer projects.
  • Provide insights to support:
  • New deal evaluation
  • Sectoral exposure strategy
  • Risk calibration
  • Audit, Compliance & Governance
  • Manage internal and external audit interactions for portfolio analytics.
  • Support documentation and responses for regulatory and audit requirements.
  • Early Warning Systems & Portfolio Surveillance
  • Design and implement early warning frameworks using escrow, cash flow, and market

data.

  • RAG Reviews
  • Monitor covenant & milestones compliance and trigger breaches.
  • Business Planning & Strategy
  • Support annual operating plans, budgeting, and forecasting.
  • Provide data-driven projections on growth, yields, and risk metrics.
  • Stakeholder Management
  • Work closely with Credit, Risk, Business, Finance, and Operations teams.
  • Act as a central data and analytics partner for cross-functional teams.
  • Process Improvement & Digitization
  • Drive digitization of escrow tracking, MIS, and reporting frameworks.
  • Implement analytical tools (Excel models, BI dashboards, automation solutions).

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