At a Glance
- Tasks: Support portfolio monitoring and reporting for a diverse credit portfolio using modern technology.
- Company: Join PGIM, a leading investment management firm with a collaborative culture.
- Benefits: Enjoy private medical insurance, generous annual leave, and a solid retirement savings plan.
- Other info: Great career growth opportunities and a commitment to diversity and inclusion.
- Why this job: Make an impact in finance while leveraging AI and analytical skills in a dynamic environment.
- Qualifications: Bachelor's degree in finance or related field; strong analytical and communication skills required.
The predicted salary is between 50000 - 70000 € per year.
As an Analyst on the Portfolio Management team, you will support day‑to‑day portfolio monitoring and reporting for a large, diversified credit portfolio. You will combine strong analytical fundamentals with modern technology to improve speed, consistency, and insight across a global portfolio of private credit investments.
Responsibilities
- Support ongoing portfolio monitoring activities, including financial model updates, covenant compliance verification, and periodic performance reviews.
- Prepare recurring portfolio updates and monitoring reports with accurate data and clear analytical narrative.
- Track early indicators of underperformance and support timely escalation and modifications as issues emerge.
- Build and maintain benchmarking and comparative analyses used in portfolio monitoring and reporting.
- Maintain complete and accurate records. Help improve data quality and reduce manual rework by identifying recurring gaps, proposing process fixes, and supporting automation efforts.
- Support experiments and pilots that apply AI to portfolio reporting, thematic analysis, and exception detection. Use AI tools to accelerate drafting and summarization from source materials, while applying judgment and quality checks to ensure accuracy.
- Collaborate with Portfolio Management team members and partner teams to ensure smooth portfolio workflows and clear ownership of required inputs.
Qualifications
- Bachelor's degree with relevant experience in finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles.
- Strong financial analysis capabilities, including proficiency in interpreting financial statements and evaluating business risks.
- Proficiency in Microsoft Excel, PowerPoint, and Word. Comfort learning and applying new technology tools with demonstrated interest in AI and automation.
- Excellent written and verbal communication skills, with the ability to synthesize complex information. Highly analytical, detail‑oriented, and intellectually curious.
- Self‑starter with the ability to manage multiple workstreams and meet tight deadlines without sacrificing quality or controls.
- Participation in the Chartered Financial Analyst programme or other professional certifications.
- Fluency in one or more of the following languages is a plus: Spanish, German, French, Italian.
Benefits
- Private Medical Insurance with full premium paid on behalf of all employees.
- Annual leave of 25 to 28 days, based on years of service, at full pay.
- Retirement Savings Plan with a company contribution of 10 % of basic annual salary and a maximum employer‑matching contribution of 5 % of basic annual salary.
- Life Assurance & Income Protection: life assurance for 8 times basic annual salary, up to a maximum benefit of £1.8 million; 60 % of basic annual salary for a limited payment term of 5 years, after which a capital sum of 2 × basic annual salary is payable.
PGIM welcomes all applicants, even if you do not meet every requirement. If your skills align with the role, we encourage you to apply.
Prudential is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
Credit | Analyst, Portfolio Management - PGIM employer: Jobs via eFinancialCareers
PGIM is an exceptional employer that fosters a dynamic and inclusive work culture in the heart of London, offering hybrid working arrangements to support work-life balance. Employees benefit from comprehensive perks such as private medical insurance, generous annual leave, and a robust retirement savings plan, alongside opportunities for professional growth through participation in the Chartered Financial Analyst programme. With a commitment to innovation and the application of AI in portfolio management, PGIM empowers its analysts to enhance their skills while contributing to a diverse and global credit portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Credit | Analyst, Portfolio Management - PGIM
✨Tip Number 1
Network like a pro! Reach out to folks in the finance and credit sectors, especially those who work at PGIM or similar companies. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your analytical skills! Prepare a mini portfolio of your past projects or analyses that highlight your financial acumen. Bring this along to interviews to demonstrate your hands-on experience.
✨Tip Number 3
Stay updated on industry trends! Read up on the latest in credit markets and AI applications in finance. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team at PGIM.
We think you need these skills to ace Credit | Analyst, Portfolio Management - PGIM
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Analyst role. Highlight your financial analysis capabilities and any relevant experience in portfolio management or credit analysis to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your interest in AI and automation, as we love tech-savvy candidates!
Showcase Your Analytical Skills:In your application, be sure to demonstrate your analytical prowess. Include examples of how you've used data to drive decisions or improve processes in previous roles. We’re looking for detail-oriented individuals who can think critically!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re proactive and keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
Brush up on your financial analysis skills before the interview. Be ready to discuss how you interpret financial statements and evaluate business risks, as these are crucial for the Analyst role in Portfolio Management.
✨Showcase Your Tech Savvy
Familiarise yourself with AI tools and automation processes that can enhance portfolio reporting. Be prepared to share examples of how you've used technology to improve efficiency or data quality in previous roles.
✨Communicate Clearly
Practice articulating complex information in a clear and concise manner. Since excellent written and verbal communication skills are essential, consider preparing a brief presentation on a relevant topic to demonstrate your ability to synthesise information.
✨Demonstrate Your Curiosity
Exhibit your analytical mindset by asking insightful questions about the company's portfolio management strategies. This shows your interest in the role and your proactive approach to understanding the business.