
Investment Portfolio Manager
5 days ago
We are seeking a highly skilled Investment Finance Specialist to join our team.
Key Responsibilities:
- Analyze and interpret legal agreements to onboard clients' investment portfolios
- Monitor risk and exposure of transactions, providing critical aspects to clients proactively
- Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, and Borrowing Base calculations
- Lead daily operations of various workstreams, ensuring deliverables are accurate and timely
- Liaise with Business Analysts and Implementation teams to ensure data and logic on proprietary platforms are accurate
- Mentor junior team members to improve overall learning curve
- Assist in standardising and streamlining processes to increase efficiencies and setting up SOPS and processes around deliverables
Required Skills:
- Extensive knowledge of structured finance products, corporate credit landscape, ABL, CLO, middle market portfolio financing
- In-depth understanding of core financial and accounting concepts
- Proficiency in financial modelling using MS Excel
- Understanding of various financial databases, including Bloomberg, Capital IQ, Factiva
- Ability to work independently and collaboratively as part of a team in a fast-paced environment
- Strong communication skills - written, verbal, and interpersonal
- Ability to work well under pressure to meet strict deadlines
- Degree in finance (MBA or advanced degree) and prior experience of at least 3-5 years with an investment bank, investment management firm, or financial advisory firm
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