Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Monitor loans and investments, assess performance, and enhance reporting tools.
- Company: Fast-growing special situations investor with a global reach.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Join a dynamic team and make an impact in the finance sector.
- Qualifications: Qualified accountant with strong analytical and communication skills.
- Other info: Entry-level position with excellent career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
Overview
About our client We are working with a fast-growing special situations investor and asset-based lender with a global mandate. The firm is expanding its London team and is seeking a Portfolio Monitoring Analyst to help oversee its international portfolio. This is an outstanding opportunity to support best-in-class monitoring across multiple asset types while driving the continued development of systems, processes, and reporting tools.
What the job involves
- Monitoring the performance of loans and investments against financial plans, borrowing bases, and key performance indicators
- Assessing collateral, liquidity, funding requirements, and exit strategies
- Enhancing portfolio monitoring processes and recommending improvements to systems and reporting tools as the platform scales
- Designing and maintaining dashboards to deliver insights and strengthen decision-making
- Producing monthly, quarterly, and ad-hoc investment reports on portfolio performance, outcomes, and risks for senior management and investment committees
- Providing data-driven insights to the investment team and supporting both internal and external reporting requirements
- Partnering with external advisors to ensure compliance
- Supporting analysis on new and existing investments and maintaining portfolio management systems
Who we are looking for
- A qualified accountant with a background in audit, transaction services, asset-based lending, or private equity
- Hands-on, proactive, and highly analytical with strong problem-solving skills
- Strong communicator with the confidence to engage stakeholders across teams
- Advanced proficiency in MS Excel and adaptability to new software tools
- Prior experience in portfolio monitoring and asset-based lending is highly desirable
- Familiarity with portfolio monitoring tools would be an advantage
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance
Industries
- Venture Capital and Private Equity Principals
#J-18808-Ljbffr
Portfolio Monitoring Analyst, Global Special Situations Investor, London, UK employer: PER
Contact Detail:
PER Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring Analyst, Global Special Situations Investor, London, UK
✨Tip Number 1
Network like a pro! Reach out to people in the finance and investment sectors, especially those who work in portfolio monitoring or asset-based lending. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your analytical skills and how you've used them in past roles. Bring examples of your work, like dashboards or reports, to really impress them.
✨Tip Number 3
Stay updated on industry trends! Read up on the latest in asset-based lending and portfolio management. This knowledge will not only help you in interviews but also show that you're genuinely interested in the field and ready to contribute from day one.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows us you're keen on joining our team. Don't miss out on this opportunity to land a role with a fast-growing firm!
We think you need these skills to ace Portfolio Monitoring Analyst, Global Special Situations Investor, London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Monitoring Analyst role. Highlight relevant experience in monitoring loans, investments, and any analytical skills that match what we're looking for. We want to see how your background fits with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills can contribute to our team. Be sure to mention any specific experiences that relate to asset-based lending or portfolio monitoring.
Showcase Your Analytical Skills: Since this role is all about analysis, make sure to highlight your problem-solving abilities and any experience with data-driven insights. We love candidates who can demonstrate their analytical prowess through examples from previous roles or projects.
Apply Through Our Website: We encourage you to apply directly 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 us you’re keen on joining our team!
How to prepare for a job interview at PER
✨Know Your Numbers
As a Portfolio Monitoring Analyst, you'll be dealing with financial plans and key performance indicators. Brush up on your financial metrics and be ready to discuss how you would monitor and assess these in real scenarios. This shows you’re not just familiar with the concepts but can apply them practically.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in past roles, especially in portfolio monitoring or asset-based lending. Be specific about the tools you used and the outcomes of your analyses. This will demonstrate your hands-on experience and problem-solving abilities.
✨Communicate Clearly
Strong communication is key in this role. Practice explaining complex financial concepts in simple terms. You might be asked to present your thoughts on a portfolio's performance, so being able to articulate your insights clearly will set you apart from other candidates.
✨Familiarise Yourself with Tools
If you have experience with portfolio monitoring tools, make sure to mention it. If not, do some research on popular tools in the industry. Showing that you're adaptable and willing to learn new software will impress the interviewers and align with their needs for enhancing processes.