Acquisition Finance Portfolio Management - Associate
Core
Support Portfolio Managers in managing a portfolio of leveraged finance transactions, focusing on credit monitoring, financial performance reviews, and capital optimization.
Role type
Associate Acquisition Finance Portfolio Manager
Builds
Leveraged finance transaction portfolio performance and risk metrics
Domain
Banking / Leveraged Finance / Credit Risk
Deliverable
dashboards & analysis
Required skills
Credit analysis, Cashflow modelling, Financial analysis, Covenant monitoring, Restructuring support, Portfolio reporting, Lending documentation knowledge
Preferred skills
Power BI, French, Spanish, Sector-specific lending exposure (Energy, Transport, Technology)
Technologies
Excel, PowerPoint, Power BI
Responsibilities
Conduct ongoing credit analysis and covenant monitoring, Prepare portfolio reports and risk reviews, Assist with refinancings and credit modifications, Identify and escalate credit concerns, Support restructuring and workout situations, Maintain portfolio databases and trackers
Seniority
Associate, individual contributor