Portfolio Monitoring Analyst
3 weeks ago
Exciting opportunity to join a recently formed portfolio monitoring team at one of the leading European alternative managers. We’re looking to hire a Portfolio Monitoring Analyst to join our recently created Portfolio Monitoring team, within the private credit investment team
- The role will be involved in key portfolio monitoring processes, initially for the Direct Lending business (Western European focused lending business), with potential to extend beyond Direct Lending over time
- Ability to interact and partner with borrowers, the investment team, finance and investor relations team is an important aspect of the role
- The successful candidate will not only be execution focused but also take an active role in improving processes
Responsibilities:
- Prepare monthly portfolio company data collection for internal (e.g. portfolio monitoring, risk, financing) and external (e.g. investors) reporting in partnership with outsourced data monitoring team (when applicable)
- Assist in the preparation and coordination of quarterly portfolio monitoring reporting ahead of portfolio reviews, including supporting monitoring excel reports
- Support the development of Hayfin’s reporting framework to shape and implement best-in-class processes to support business growth
- Support portfolio level reporting and analytics
- Become key business partner for any asset level data ad-hoc requests from either internal or external parties
- Become stakeholder in private credit data integrity and governance framework
Requirements
- 1-2 years post qualified experience in Big 4 or similar financial services role (~2-4 years total relevant experience)
- Superior quantitative and qualitative analytical skills
- Strong working knowledge of finance, accounting, and fluency with reading financial statements across different sectors
- Good team player
- Ability to act autonomously when appropriate and know when to escalate matters
- Highly organised and attentive to detail
- Highly motivated with a strong work ethic and a desire to learn
- CFA qualification – or a willingness to work towards this
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