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Job Overview



Gender preferred

No Preferences

Functional Area

BFSI (Credit & Risk)

Job Role

Credit Analyst

Career Level

Qualified Professional - Experienced

Work preferred

Work from Office


Min Experience

3 Years

Max Experience

5 Years




Post Graduation

CFA, CA - Qualified, CPA, MBA/PGDM, M.Com



  • Ensure leveraged loan calculations (e.g., risk management leveraged lending) are accurately performed

  • Review express renewal recommendations of team members with respect to green or red path clients to centralized management team

  • Ensure that relevant templates are being used for preparing reporting and documentation

  • Create error logs highlighting error/defect types (e.g., update for month end), error severity, corrections made by team members, etc.; document and maintain QA logs and reports

  • Identify dependencies on the lending teams in the US (e.g., delay in sending reporting packages) and communicate the same to them

  • Ensure that there are no risks to smooth delivery of work (due to incomplete data) by the credit services team 

  • Relay any additional feedback from lending teams to the credit services team (e.g., for fixing repeat errors, updating DTPS based on client nuances)

  • Perform the role of SME for assigned processes; interact with team members to resolve process related issues/concerns, etc.

  • Report deficiencies and other concerns to Lead Analysts/Manager on a timely basis

  • Analyze monthly KPIs/metrics of team members; identify areas of delivery that did not meet pre-established performance standards

  • Achieve operational goals and deliver against agreed targets in terms of quality and productivity

  • Collate information on performance metrics/KPIs from lead analysts/team managers; make dashboards and reports to enable business decisions and interventions

  • Prepare relevant MIS reports for periodic governance (capturing errors, quality metrics, etc.).


  • Bachelor’s degree in Commerce / MBA(Finance) with 3-5 years of experience. CA (CPA equivalent) / CFA will be added advantage.

  • Exposure to US accounting, GAAP, and IFRS, PowerBI/Tableau, quality assurance, compliance, regulatory, banking.


CFACPAMBAB.ComM.ComChartered Accountant(CA)Credit servicesTableauPower BIGAAP

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