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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.
- Other info: Opportunity for career growth in a supportive environment.
- 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.
The predicted salary is between 45000 - 55000 £ 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 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
✨Tip Number 1
Network like a pro! Reach out to people in the asset-based lending space, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨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 the past, especially around risk assessment and financial modelling. Show them you’re the right fit for their team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Use our website to find roles that excite you and match your skills. Tailor your approach to each company’s culture and values.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Portfolio Analyst – Asset Based Lending – Sussex
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. Use specific examples that showcase your ability to interpret financial statements and communicate findings.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about asset-based lending and how your skills align with our needs. Keep it concise but impactful, and don’t forget to mention your understanding of financial risks.
Showcase Your Technical Skills: Since proficiency in Microsoft Word and Excel is crucial, make sure to highlight your technical skills in your application. If you have experience with financial modelling or reporting tools, let us know! We love candidates who can hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates. Plus, it shows you’re keen on joining our team!
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 in the past, and be prepared to explain key metrics like leverage and economic profit. This will show that you understand the core responsibilities of the Portfolio Analyst role.
✨Master the Tools
Familiarise yourself with the latest tools and formulas used in financial modelling. If you can demonstrate proficiency in Excel and any other relevant software during the interview, it’ll give you a significant edge. Consider preparing a quick example of a financial model you've worked on to showcase your skills.
✨Prepare for Scenario Questions
Expect questions that ask you to identify financial risks or suggest mitigation strategies. Think of specific examples from your previous experience where you successfully navigated similar challenges. This will help you illustrate your problem-solving abilities and understanding of asset-based lending.
✨Showcase Your Communication Skills
Since report writing is a key part of the job, be ready to discuss how you’ve communicated complex financial information clearly in the past. You might even want to bring a sample report (with sensitive info redacted) to demonstrate your writing style and attention to detail.