Portfolio Monitoring Specialist

2 weeks ago

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

**Job Summary**

We are seeking a highly skilled Portfolio Monitoring Specialist to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will be responsible for monitoring and managing the performance of investments across the Private Credit business, with a primary focus on Corporate & Alternative Debt.

**Key Responsibilities**

  • Monitor investment assets to ensure they are managed in line with objectives and value is preserved or enhanced for LGIM clients.
  • Conduct regular analysis of financial performance and covenant compliance, including review and scrutiny of borrower financial statements, compliance certificates, budgets, and financial models.
  • Engage with borrowers on ESG issues and collate data on key ESG metrics.
  • Present regular updates on the portfolio, including quarterly reviews, focus lists, and waiver & construction logs.
  • Coordinate interaction with the internal Rating team and/or the Portfolio Management team in respect of the existing portfolio.

**Requirements**

  • Relevant experience of asset management within private debt.
  • Strong working knowledge of debt capital markets and products with a focus on corporate and alternative sectors.
  • Good technical skills across Excel, PowerPoint, and Word applications.
  • Strong financial analysis skills, with an understanding of credit risk, rating agency methodology, and the ability to analyse/sensitise financial models.
  • Organised, focussed, and self-motivated with good communication (written and oral) skills.
  • A solid working knowledge of the relevant legal documentation types appropriate for the various sub-sectors.
  • Collaborative and a true team player.

**About Us**

Legal & General is a leading financial services organisation, committed to creating a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world.

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