Portfolio Analyst
Permanent @Charlie Watson posted 3 weeks ago in Compliance Shortlist Email JobJob Detail
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Job ID 39830
Job Description
Portfolio Analyst
City of London
Permanent
£60,000
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cer Financial are working alongside a financial services firm who are based in the City of London. They are seeking a Portfolio Analyst to work with them on a permanent basis.
The Responsibilities of a Portfolio Analyst Will Include:
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- Continuously 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 (at least annual) analysis of key transaction risks (as applicable)
- Preparation of robust and concise internal credit papers (credit review, waivers/amendments) according to agreed formats and in a timely manner for review by line manager to obtain relevant client approvals during transaction life
- Work with line manager and responsible people to ensure smoothened credit process
- Review/update of financial models to assess future performance and risks (as applicable)
- Prepare internal ratings in accordance with applicable guidelines, where relevant
- Provide robust valuations of the underlying portfolio, generate, document and justify modelling assumptions and input parameters (where applicable and depending on collateral pool with input from external advisers)
- Prepare watch-list reports discussing trends, remedies, development of portfolio transaction incl. collateral pool and provide advice regarding possible restructuring strategies, where applicable
- Ensure timely tracking of transaction triggers, collateral tests with adequate recording in relevant system
- Ensure timely closure of conditions/tasks
- Discuss/negotiate any kind of waiver requests or restructurings with trustee/collateral manager or servicer as well as other external/internal parties e.g. lawyers
- Attend transaction related meetings (as required)
- 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 (in accordance with Client’s guidelines and naming conventions)
- Prepare and present updates for the monitored transactions in regular Asset Review meetings
- Surveillance and Reporting
- Provide guidance to other team members as and when required
- Liaise pro-actively and effectively with different client departments for respective portfolio
- Consider relevant regulatory requirements and client guidelines
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The Successful Portfolio Analyst Will Have:
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- University degree, ideally, 1-3 years working experience in relevant field in credit, risk or portfolio management.
- Ideally background in and knowledge of credit risk drivers and risks inherent in the respective borrower industry sectors.
- Comfortable in a client facing role and ability to confidently present recommendations up to credit committee level.
- High level of familiarity of MS Excel, Word, PowerPoint / other data processing and analysis tools
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