Portfolio Analyst

Portfolio Analyst, London

£50,000 - £60,000 + Comp

We are working on a fantastic role based in Central London for a Portfolio Analyst who has experience of working within the corporate credit space.

Primarily you will focus on the ongoing management of Private Corporate Debt portfolios of loans/debt facilities, ensuring compliance with policies, procedures and delivery within Service Level agreements. Managing multiple deliverables to meet pre-agreed deadlines and deliver a consistent high quality of service to clients, both internal and external.

Tasks:

• Monitor the development of individual portfolio transactions, perform Market/Sector research and analysis and inform management as well as client of any material developments on a portfolio of (mostly) performing loans.
• Regular analysis of key transaction risks.
• Preparation of robust and concise internal credit papers according to agreed formats and in a timely manner for review by line manager to obtain relevant client approvals during loan life.
• Review/update of financial models to assess future performance and risks.
• Prepare internal ratings in accordance with applicable guidelines.
• Provide robust collateral valuations including the respective documentation.
• Preparation of watch-list reports discussing trends, remedies, progress, future loan amendments and provide advice regarding possible exit strategies.
• Analyse, evaluate and comment on drawdown requests and transaction related financial, technical and legal reporting provided by borrowers and/or advisors as applicable.
• Ensure timely covenant tracking with adequate recording in relevant system.
• Ensure timely closure of conditions/tasks.
• Discuss/negotiate any kind of waiver requests, early repayments and restructurings with borrowers/agents and other external/internal parties.
• Attend site visits and borrower meetings.
• Where required, discuss/negotiate necessary credit and collateral documentation and ensure that all documentation and decisions required are correctly prepared, communicated and processed.
• Maintain electronic credit files for respective deals, ensuring key documents have been saved before submission of approval requests.
• Prepare and present updates for the monitored assets.
• Contribute to regular and ad hoc reporting requests.

What we are looking for:

• We are looking for someone who holds a relevant Degree / Masters.
• With a minimum of 12 months experience within the credit space, up to circa 3 years of experience.
• You will have excellent numerical and all round analytical skills, confident and competent with tools such as Excel for modeling.
• You will ideally be a people person, and thrive within a team environment, who enjoys working as part of a team, engaging with external parties and building relations.

On offer is an expected salary of £50,000 - £60,000 plus benefits and bonus, scope to really grow and develop your career within a well-placed business with a global reach who are able to support and mentor in areas you may need.

Please click on the button below to apply today.

Oliver Jones

+44 (0)1342 330 512

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