Associate - Portfolio Management Group

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 :

Skills Required

Financial modeling using MS Excel, Legal document reviewing, Client request compliance, Covenant monitoring, Surveillance reporting