Corporate Analytics & Portfolio Management, AS Professional

Job Summary


Role Description

• The Wealth Management Portfolio Management team is responsible for ongoing risk management, monitoring and analytics across a global portfolio of structured lending transactions secured by a diverse range of collateral types, including private company shares, listed securities, real estate and other financial and non-financial assets.
• The Associate will support Portfolio Managers in the financial analysis, valuation and ongoing monitoring of private share-backed and corporate lending exposures. The role offers significant exposure to corporate finance, valuation, credit risk and portfolio management across a diverse range of industries and transaction types.
• The successful candidate will work closely with Portfolio Managers and Credit Risk teams to perform financial analysis, support valuation exercises and contribute to the ongoing monitoring of existing lending exposures

Your key responsibilities

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using established valuation techniques, including DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

Your skills and experience

• 2-5 years of experience in Valuation, Transaction Advisory, Corporate Finance, Investment Banking, Credit Analysis, Equity Research or similar financial services roles.
• Strong understanding of financial statements and financial analysis.
• Familiarity with valuation methodologies, including:
  • Discounted Cash Flow (DCF)
  • Comparable Company Analysis
  • Trading Multiples
• Experience building and maintaining financial and valuation models in Excel.
• Understanding of key corporate finance and credit metrics, including leverage, liquidity, cash flow generation and debt servicing capacity.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to analyse complex businesses and translate findings into concise written conclusions.
• Strong written and verbal communication skills.
• Professional qualifications such as CA, CFA, MBA or progress towards qualification would be advantageous.
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.