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Key Responsibilities
Financial & Technical Expertise
● Prepare CMA data for credit facilities and presenting and defending it to lenders
● Support debt syndication and structuring (term loans, working capital, NBFC funding) — prepare lender pitch packs, credit notes and comparative term sheet analysis on an all-in cost basis
● Assist in developing financial models including three-statement models, IRR/NPV and project feasibility
● Build and maintain rolling 18-month cash flow forecasts and update them for actuals
● Assist in credit appraisal, exposure analysis and financial risk assessment
● Monitor budget vs actual performance and prepare periodic MIS reporting
Fundraising & Stakeholder Management
● Act as first point of contact for routine lender queries and diligence checklists; maintain the lender master, pipeline tracker and interaction log
● Prepare the analysis and comparatives that support negotiation of interest rates, covenants and security structures (negotiation led by the Manager / CFO)
● Support equity fundraising through investor presentations, data room preparation and due diligence coordination
● Maintain the investor reporting calendar, covenant tracker and compliance submissions; flag potential breaches in advance rather than after the event
Real Estate & Transaction Understanding
● Apply a working understanding of the real estate project lifecycle: land acquisition, approvals, RERA registration, launch, construction-linked collections and possession
● Coordinate transaction documentation: CP/CS checklists, facility agreements, charge creation (CHG-1 / CHG-4), CERSAI and NeSL filings, drawdown requests, end-use and utilisation certificates
Systems & Tools
● Work extensively with Advanced Excel for financial modelling
● Working knowledge of Power BI / Power Query for reporting and analytics (preferred)
● Exposure to ERP systems such as Tally, SAP or Oracle
Process Discipline & Data Control
● Maintain custody of physical and soft copy loan documentation through the full facility lifecycle, retrievable on demand within defined timelines
● Adhere to internal financial controls, approval matrices and documentation standards
Required Background
Essential
● 1–2 years with a real estate developer's finance team, a real estate NBFC / HFC credit team, a debt syndication or investment banking advisory firm handling real estate mandates, or a transaction advisory practice covering real estate deals
● Advanced Excel, Word, Google Spreadsheets and clean, presentable PowerPoint output
Preferred
● Exposure to funding transactions of ₹50 Cr and above
● Prior hands-on involvement in lender documentation or periodic compliance submissions
● Certifications such as CFA Level I or FRM
Key Competencies & Personal Attributes
● Developing "banker's instinct" — understands how a lender reads and evaluates a credit proposal
● Ownership mindset on assigned deliverables, with early escalation rather than silence when blocked
● Professional communication with lenders, auditors and internal teams
● Ability to work to deadlines set by external parties, not only internal ones
● High integrity, analytical rigor and attention to detail — an incorrect figure in a lender submission is not recoverable
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