Portfolio Monitoring Specialist

2 weeks ago

London, Greater London, United Kingdom Legal & General Full time

We are seeking a skilled Portfolio Monitoring Specialist to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will provide assistance and advice in the due diligence and execution of new transactions, ensuring that investment assets are appropriately monitored and managed in line with objectives and value is preserved or enhanced for LGIM clients.


Key responsibilities will include:



  • Monitoring Investments through analysis of financial performance and covenant compliance, including review and scrutiny of borrower financial statements, compliance certificates, budgets, and financial models.
  • Engaging with borrowers on ESG issues and the collation of data on key ESG metrics.
  • Conducting regular client meetings, including site visits with borrowers, particularly for greenfield/construction phase/major capex projects.
  • Presenting regular updates on the portfolio, including quarterly reviews, focus lists, and waiver & construction logs.
  • Coordinating interaction with the internal Rating team and/or the Portfolio Management team in respect of the existing portfolio.

The ideal candidate will have relevant experience of asset management within private debt, a strong working knowledge of debt capital markets and products, and good technical skills across Excel, PowerPoint, and Word applications.


Our company, Legal & General, is a leading financial services organisation, recognised for our commitment to responsible investing and our dedication to building a more sustainable future. We strive to be open, mindful, and inclusive, and we welcome applications from candidates who share our values.

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