Portfolio Analyst

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cer Financial are working alongside a high-end portfolio management company based in the City of London. They are seeking a Portfolio Analyst to work with them on a permanent basis.

The Responsibilities of the Portfolio Analyst Will Include:

1. Continuously monitor the development of individual portfolio transactions, perform Market/Sector research and analysis, and inform management as well as clients of any material developments on a portfolio of (mostly) performing loans.
2. Conduct regular analysis of key transaction risks.
3. Prepare robust and concise internal credit papers (credit review, waivers/amendments).
4. Collaborate with line managers and responsible personnel to ensure a smooth credit process.
5. Review and update financial models to assess future performance and risks.
6. Prepare internal ratings in accordance with applicable guidelines.
7. Provide valuations of the underlying portfolio, generate, document, and justify modeling assumptions and input parameters.
8. Prepare watch-list reports discussing trends, remedies, and development of portfolio transactions.
9. Ensure timely tracking of transaction triggers, collateral tests, with proper recording in relevant systems.
10. Discuss and negotiate waiver requests or restructurings with trustees, collateral managers, servicers, and other external/internal parties such as lawyers.
11. Attend transaction-related meetings.
12. Discuss and negotiate necessary credit and collateral documentation, ensuring all documentation and decisions are correctly prepared, communicated, and processed.
13. Maintain electronic credit files for respective deals, ensuring key documents are saved before submission of approval requests.
14. Prepare and present updates on monitored transactions in regular Asset Review meetings.
15. Conduct surveillance and reporting activities.
16. Contribute to internal reports.

The Successful Portfolio Analyst Will Have:

• A university degree, ideally with 1-3 years of relevant experience in credit, risk, or portfolio management.
• Background knowledge of credit risk drivers and risks inherent in borrower industry sectors.
• Comfortable in client-facing roles with the ability to confidently present recommendations up to credit committee level.
• High proficiency in MS Excel, Word, PowerPoint, and other data processing and analysis tools.

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