Portfolio Analyst

We’re a one-stop solutions partner for the private credit markets, on the path to becoming the largest independent solutions provider to private credit, globally. Founded by ex-Deutsche Bank investment bankers, we combine deep domain expertise with proprietary technology to help firms manage portfolios faster and smarter. Our platform offers end-to-end support across the private credit lifecycle, from portfolio and leverage management todata, valuations, and more. With 650+ team members across London, New York, New Delhi, and Hyderabad, we serve100+ clients globally, including leading financial institutions. For us, your wellness comes first—even before coffee breaks. We offer awesome benefits : health coverage, mental health support, gym perks, paid time off, and growth opportunities. Relax, recharge, and thrive with us!

Key Responsibilities :

Legal Document Reviewing : Analyze closing documents such as credit agreements, term sheets, note purchase agreements, and IC memos

Risk Modelling : Develop and update various risk and borrowing base models for various transactions. Monitor key metrics to access risk and other triggers. Conduct stress case scenarios and analyze head room on various metrics

Covenant Monitoring : Continuously monitor all qualitative and quantitative covenants, triggers, and events along with Key performance indicators at the transaction level

Client Request / Compliances : Ensure compliance with client requirements and service level agreement(SLA), from an asset management perspective

Surveillance & Reporting : Review the reports on the proprietary platform and ensure that the logic and values are accurate

Collaboration : Identify redundancies and streamline processes by collaborating with cross-functional teams to create an organization-wide impact

Mentorship : Mentoring and coaching junior team members to help them meet career goals and provide regular performance feedback to them and the line manager

Delegation : Active workflow management and delegation for optimum capacity utilization, as well as own team’s performance and enhance it to meet business objectives

Required Experience / Skills :

A broad understanding of the corporate credit landscape and core financial concepts

Proficiency in financial modeling using MS Excel

Ability to work independently and collaboratively as part of a team in a fast-paced environment

Strong communication skills - written, verbal, and interpersonal

Meticulous with a commitment to accuracy and precision

Ability to work well under pressure to meet strict and aggressive deadlines

Desired candidate must have graduated / MBA / advanced degree in finance

Prior experience with an Investment Bank, Investment Management firm or Financial Advisory firm, preferably