Portfolio Finance Analyst

Portfolio Finance Analyst (Finance & Loan Management) – Property Finance

This is an opportunity to join an established, well capitalised real estate alternate lender as a portfolio analyst.

The role is a mixture of finance and analysis and loan asset management.

A few reasons why this might appeal to you:

• You will gain broad experience across the property finance portfolio management function
• You will be encouraged to bring new ideas and fresh thinking to the team
• Flexible working (3 days per week in the office)
• Great employee benefits package
• They have a positive, collegiate working environment
• They will sponsor you to do an accounting (likely ACCA) qualification

What they need:

6-12 months of experience of working in finance, likely in an accounting / finance function (practice or client side) or some kind of reporting role.

The must haves are:

• High level of proficiency in Excel
• Very strong attention to detail
• Able to manage and track multiple work flows
• Strong communication skills

A more detailed job spec:

Loan management:

• Supporting with reviewing loan agreements to on-board newly closed loans into the loan management system, as well as overseeing any loan amendments
• Monitoring the live loan book (including insurance, LTVs, covenants, monthly drawdowns)
• Assisting with maintaining financial accuracy of all loans within loan management system
• Assisting Risk team in reviewing key reports and updating internal systems / database

Financial analysis:

• Assisting Finance, Risk and Origination teams with ad-hoc analysis (including collecting and analysing data on existing loan book for raising institutional capital)
• Generating & critiquing loan and redemption statements for borrowers
• Monitoring of cash and other banking activities
• Analysing short-term cash demands and inflows for treasury management
• Providing information and analysis to both corporate & fund auditors
• Assembling and analysing data for further institutional funding
• Reporting to external funding partners

Other information:

Hybrid working, Mayfair office location.

Salary range £35-40,000 + discretionary bonus + good benefits package.