8 Portfolio Surveillance Jobs

Quaestor is looking to expand the Asset Management team through the addition of an Analyst. In this role, this individual will support the senior members of the Asset Management Team and will report to the Head of Asset Management. The Asset Management Group's primary responsibilities include asset valuation, portfolio surveillance, and maximization of return for the firm's investment portfolio. Ideal candidates will be organized, self-motivated, resourceful, and be able to work effectively with all internal groups. Support the Asset Management team, focused on portfolio account surveillance, risk management, monitoring, reporting and valuation Conduct comprehensive market research and compa...

You will be responsible for the following key tasks as an Analyst in the Credit business at Greystar Real Estate Partners: - Conduct early-stage research and analysis on individual assets and sub-markets. - Review and offer opinions, either verbally or in written form, that benefit from collaboration with other Greystar professionals and industry research. - Assist with the development of tools and processes to conduct portfolio surveillance and reporting to external counterparties. To excel in this role, you must possess the following qualifications: - Superior communication skills, both verbal and written. - Strong quantitative, analytical, and creative thinking skills. - Proficiency with ...

Overview Founded in 1988 and headquartered in Atlanta, Georgia Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. We do this with a team of 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a ...

We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in v...

Carry out in-depth credit analysis of companies under coverage, including business, financial, and peer analysis, and prepare credit reports (annual/quarterly reviews). Building and updating credit models including KPI based projections, writing initiations and preparing concise earning notes for assigned coverage. The role requires regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnings, regulatory updates), peer group and other industry information sources. Quickly develop understanding of the operating and financial metrics relevant for any new sector in coverage. Engage with client teams proactively and independently Establi...

Carry out in-depth credit analysis of IG and HY companies under coverage, including business, financial, and peer analysis in the North American market Building and updating credit models including KPI based projections, debt capital structure analysis, covenant analysis, distressed debt analysis and recovery analysis Knowledge of relative valuation analysis, drafting opinion-based bond recommendations will be an added advantage Preparing credit reports (annual/quarterly reviews), writing initiations and preparing concise earning notes for assigned coverage. The role requires regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnin...

As a Structured Finance Professional, you will play a vital role in supporting the Structured Finance Desk of a UK-based Asset Manager. Your responsibilities will include identifying investment opportunities and monitoring the existing portfolio of asset-backed securities in European markets, focusing on ABS, RMBS, CMBS, and CLO asset classes. Your role will involve analyzing and reviewing quantitative, structural, legal, and credit aspects of securitization transactions, both in primary and surveillance capacities. You will assess asset pools, transaction structures, and develop financial models to project cash flows and estimate losses. In addition, you will need to have a solid understand...

We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in v...