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- Tasks: Support the Portfolio Management Team with financial analysis and reporting.
- Company: Leading provider of Asset Based Lending in the UK.
- Benefits: Market-leading salary and excellent benefits package.
- Why this job: Join a dynamic team and make an impact in financial analysis.
- Qualifications: 2-3 years accounting experience; strong financial analysis skills required.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Our client, one of the UK's leading providers of Asset Based Lending, is seeking a Portfolio Analyst to join their team in the South East. The role involves supporting the Portfolio Management Team with regulatory risk, rating, and profitability analysis of the client portfolio.
Key Responsibilities:
- Analyse audited and management accounts, forecasts, and update financial models.
- Review covenant compliance.
- Calculate leverage (LL), higher risk (HRCI), economic profit (EP), and prepare information for enterprise valuations (EV) using the latest tools and formulas.
- Prepare timely and accurate reports reviewing financial statements and management accounts, including Profit & Loss, Balance Sheet, and Cash Flow, with comparisons and explanations.
- Identify key financial risks, suggest mitigation strategies, and complete repayment analysis as needed.
- Maintain records for reporting compliance.
- Review periodic financial statements and risk rating scorecards.
- Assist with client credit applications, modifications, and quarterly portfolio reviews.
Key Requirements:
- 2-3 years of relevant accounting experience; fully qualified accountant preferred.
- Strong financial analysis and modelling skills, with the ability to interpret financial statements and communicate findings clearly.
- Excellent report writing skills.
- Proficient in Microsoft Word and Excel; PowerPoint is a plus.
- Ability to consider multiple viewpoints and communicate balanced assessments.
- Proven ability to meet deadlines and prioritize tasks.
- Understanding of asset-based lending and associated risks.
The successful candidate will receive a market-leading salary plus excellent benefits.
Portfolio Analyst – Asset Based Lending – Sussex in London employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst – Asset Based Lending – Sussex in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the asset-based lending space on LinkedIn. Join relevant groups and engage in discussions to get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've tackled similar challenges in past roles, especially around risk assessment and financial modelling.
✨Tip Number 3
Showcase your report writing skills! Bring along examples of reports you've created that highlight your ability to analyse financial statements and communicate findings effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Portfolio Analyst – Asset Based Lending – Sussex in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analyst role. Highlight your relevant accounting experience and financial analysis skills, as these are key for us in this position.
Showcase Your Skills: Don’t forget to showcase your report writing skills! We love clear and concise communication, so include examples of reports you've prepared that demonstrate your ability to analyse financial statements.
Be Specific About Your Experience: When detailing your experience, be specific about your work with financial models and risk assessments. We want to see how you’ve tackled similar challenges in the past!
Apply Through Our Website: Finally, make sure to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Business Money Promotions Ltd
✨Know Your Numbers
Make sure you brush up on your financial analysis skills before the interview. Be ready to discuss how you've analysed financial statements and what tools you've used. This will show that you understand the core responsibilities of a Portfolio Analyst.
✨Prepare for Technical Questions
Expect questions about leverage calculations, risk ratings, and enterprise valuations. Familiarise yourself with the latest formulas and tools used in asset-based lending. Practising these concepts will help you answer confidently and demonstrate your expertise.
✨Showcase Your Reporting Skills
Since report writing is key for this role, prepare examples of reports you've created in the past. Highlight how you communicated complex financial information clearly and concisely. This will illustrate your ability to meet the job's requirements.
✨Understand the Company and Its Risks
Research the company’s approach to asset-based lending and the specific risks involved. Being able to discuss their strategies and how you can contribute will set you apart from other candidates. It shows you're genuinely interested and proactive.
