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- Tasks: Support portfolio management decisions and analyse performance using data analytics.
- Company: Join a leading investment firm focused on private credit.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Dynamic team environment with a focus on innovation and efficiency.
- Why this job: Make an impact in the finance world while developing your analytical skills.
- Qualifications: Experience in private markets and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
The Private Credit Portfolio Management team harnesses data and analytics required to support portfolio construction decisions. The team collaborates with investment leaders in portfolio monitoring activities including analysing performance, exposures and financial/operating health of portfolio companies in a consistent and repeatable manner. PM's also curate analytical content for clients & prospective investors leveraging the company’s data platform. The Associate Private Credit PM will be tasked with supporting portfolio manager decision making by monitoring asset, fund and client cash flows, performance, exposures and asset financial/operating health. They will support the wider Private Credit investment team covering all funds that invest into credit across primary, secondary and co-investment strategies. The Private Credit Portfolio Management function is also responsible for representing the wider Investment Team in any process re-engineering or new technology platform implementations.
Key Responsibilities
- Lead for portfolio construction and allocations amongst credit SMAs and commingled funds.
- Support the processes required to allocate investments amongst funds, ensuring this is achieved fairly, equitably and in line with individual portfolio strategies.
- Support the development of liquidity strategies for funds to ensure that funds operate within acceptable risk limits whilst also maximising returns.
- Monitor the enactment of these strategies once in place.
- Support the collation and analysis of underlying investment fund and asset data as part of the team’s wider investment monitoring objectives.
- Assist in using this data to generate client and portfolio management update materials.
- Collaborate with IR on responding to client queries or diligence requests that relate to Investment Team activities.
- Curate content for portfolio review materials for client meetings.
- Support the creation of portfolio manager reporting at the fund and underlying investment level.
- Respond to portfolio manager queries as needed.
- Support maintenance of fund financial models for all fund types and structures, including traditional commitment-based structures, open and closed-ended evergreen funds.
- Contribute to working group to refine the allocation policy, ensuring that the policy evolves to maximise client outcomes.
- Responsible for development of Primary roadmaps and developing a Primary fund reporting function for key SMA clients.
- Contribute to roll-out of best in class reporting for SMA clients in line with listed and commingled products.
Skills and Experience
- Previous exposure to private markets asset allocation and portfolio construction processes would be beneficial.
- Prior experience in a private markets’ role is required, ideally with exposure specifically to credit as an asset class.
- Previous experience with traditional commitment-based fund structures and evergreen structures will be beneficial, in addition to an understanding of their associated key performance metrics.
- Previous exposure to providing support to portfolio managers and IR teams would be beneficial.
- Experience of monitoring private market asset performance, cash flows and the associated KPIs would be beneficial.
- Prior experience with Excel Modelling, eFront, Power BI and investment CRM platforms would be advantageous.
- Strong process mindset with previous involvement in new process development and design.
- Ability to identify opportunities for process development towards improving efficiency and control.
- Good communication skills, both written and verbal.
- Good working knowledge of MS Office, particularly Excel.
- VBA / Python knowledge would be beneficial.
- Ability to manage own workload and prioritise delivery.
- Excellent attention to detail.
Private Credit Portfolio Manager - Associate - eFinancialCareers in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Credit Portfolio Manager - Associate - eFinancialCareers in London
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend 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 practising common questions and scenarios related to private credit portfolio management. Use your knowledge of asset allocation and performance monitoring to showcase your expertise.
✨Tip Number 3
Don’t just wait for job postings; be proactive! Research companies you admire and reach out directly. Express your interest in their work and how you can contribute to their team.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing candidates who are genuinely interested in joining us and understand our mission in private credit portfolio management.
We think you need these skills to ace Private Credit Portfolio Manager - Associate - eFinancialCareers in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Credit Portfolio Manager role. Highlight relevant experience in private markets, asset allocation, and portfolio construction. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private credit and how your background makes you a great fit for our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: Since the role involves a lot of data analysis, make sure to showcase your analytical skills in your application. Mention any experience with Excel modelling, Power BI, or other relevant tools. We’re keen on candidates who can leverage data effectively!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
As a Private Credit Portfolio Manager Associate, you'll be dealing with a lot of data. Brush up on your financial metrics and performance indicators relevant to private markets. Be ready to discuss how you've used data in past roles to support portfolio decisions.
✨Showcase Your Process Mindset
The role requires a strong process mindset, so think about examples where you've contributed to process development or improvements. Prepare to share specific instances where your input led to increased efficiency or better outcomes.
✨Communicate Clearly
Good communication skills are essential for this position. Practice explaining complex financial concepts in simple terms. You might be asked to present your thoughts on portfolio strategies, so clarity is key!
✨Familiarise Yourself with Tools
You'll likely be using tools like Excel, eFront, and Power BI. If you have experience with these platforms, be prepared to discuss how you've used them in your previous roles. If not, consider brushing up on their functionalities before the interview.