Job
Description
Key responsibilities Assist clients in developing strategies that incorporate complex financial spreading and modeling to enhance their financial performance Conduct quarterly valuations of all portfolio companies within the Private Debt sector, ensuring accuracy and compliance with industry standards Implement a monthly review of the Watchlist for all portfolio companies across various asset classes Perform comprehensive compliance monitoring across all funds to ensure adherence to regulatory standards and internal protocols Performing trading and transaction comparable analyses and financial statements analyses by applying experience in credit research, including debt analysis, covenant monitoring, cash flow conversion, capital structure, etc. Conduct quality checks of client deliverables. Carry out Industry or market analyses, competitive benchmarking and opportunity assessments through in-depth research. Utilize Excel spreadsheets and Private Equity (PE) software to perform financial analysis and valuations. Prepare documents using PowerPoint, Excel, and Word, require for portfolio management committees. Understanding of the terms commonly used in private debt transactions. Valuating a variety of securities, such as equity, debt and convertibles. Other activities include structuring deliverables/teams and developing efficient processes. Demonstrate strength and experience in client/requester relationship building and management and information/knowledge needs assessment. Skills and experience 3- 6+ years of experience in quantitative analysis, including financial spreading and modelling, trading comps, transactions comps, benchmarking, company profiling, capital structure, debt analysis, etc. Proficiency in PowerPoint, Word, and Excel. Familiarity with capital markets, corporate finance, credit markets, and data mining Chartered Financial Analyst, Chartered Accountant or Master of Business Administration from a top-tier business school. Good leadership and effective communication skills are essential. This role requires a proactive approach, strong analytical skills, and the capacity to navigate complex financial landscapes. The ideal candidate will also exhibit meticulous attention to detail and the ability to communicate effectively with clients and stakeholders. Show more Show less
