Portfolio Monitoring Support Analyst

As an experienced analyst joining our Portfolio Support team, you will play a critical role in monitoring financial performance and key indicators of portfolio companies. Your responsibilities will include gathering business and financial data, providing presentation support for internal and external meetings, and developing standardized information packs for each investment. You will also be involved in financial analysis, modeling, credit scoring assistance, and valuation model maintenance. Key Responsibilities: - Monitor financial performance and key performance indicators of portfolio companies - Gather business and financial data on borrower companies for the investment team - Provide presentation and write-up support for internal and external meetings - Conduct financial reporting on portfolio companies regularly - Assist in research support for investment team needs, such as market studies and trends analysis - Develop standardized information packs for each investment - Perform financial analysis, modeling, credit scoring assistance, and scenario analysis - Maintain valuation models for all investments - Provide news and information search support for existing and potential investments - Support investment portfolio reporting and quantitative analyses for Insurance Solutions - Assist in the development, calibration, prototyping, and documentation of risk models - Optimize portfolio based on risk-adjusted metrics - Forecast volatility, model credit risk, and assess liquidity risk - Analyze time series data to identify trends or errors - Update and check pipeline data, including cross-checking with other departments for verification Qualifications Required: - Masters degree in finance, accounting, or a related field - Strong understanding of private credit - Proficiency in financial modeling, credit analysis, and data analysis - Expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data - Excellent analytical and problem-solving skills with attention to detail - CFA designation or actively pursuing the CFA program preferred - Advanced proficiency in MS Excel, Bloomberg, and other financial analysis tools - Strong written and verbal communication skills for presenting complex financial information effectively - Ability to work independently and collaboratively in a fast-paced environment - Apply quantitative methods to analyze risk - Understanding of fixed income concepts - Flexibility and attention to detail in delivering accurate and high-quality work Join our team and contribute your expertise to support our investment portfolio effectively.,