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Excellence in analysis of financial data. An analytical mind is very important;
Strong stakeholder management and inter-personal skills as they will deal with our investment team, as well as portfolio CFOs and FCs;
Self-starter, creative and commercial thinking;
Excellent MS Excel modelling and MS PowerPoint skills
A strong academic background. The successful candidate will likely have an ACA or CIMA accounting qualification, or, have made steps towards receiving other relevant qualifications (CFA, etc.).
Experience in a portfolio reporting team for a P/E house or fund manager preferred but not essential.
Demonstrable experience in providing Transaction Services due diligence and/or Corporate Finance support an advantage.
Driving the reporting to provide quality MI and analysis on the portfolio, including: performance of the borrowers, reporting trends and assessing the overall health of the portfolio and providing commercial recommendations (including short term waivers and amendments to milestones)
Establishing reporting framework requirements for new portfolio companies and ensuring a seamless transition into the portfolio
Overseeing amendments to loans and onboarding / accession of new assets into active loans
Liaising with deal executives on an ongoing basis to ensure monthly financial and KPI data is relevant and in line with budget
Ensuring the data that is submitted is accurate and is consistent with management accounts, board packs and other documents provided by management teams
Maintaining and managing the portfolio monitoring system (eFront), which is the software platform used to automate the production of monthly reports and analyses
Providing financial analysis and support to ad hoc value enhancement projects
Implementation of automated diary system to monitor key loan metrics / milestones