Seeking a Lead Analyst in the Infrastructure Debt division of a leading global Private Markets Asset Manager, covering portfolio monitoring and surveillance and reporting workflows
Key Responsibilities:
- Portfolio Performance Monitoring:Track and analyze the financial performance of portfolio holdings against key performance indicators (KPIs), investment costs, and expected returns. Support on deal onboarding.
- Covenant and Compliance Tracking:Monitor investments for compliance with all financial covenants, legal agreements, and regulatory requirements, escalating any breaches to the relevant authority. Track and review amendments and waivers.
- Financial Modeling & Analysis:Conduct detailed financial modeling and analysis, including valuation analysis, stress testing, and cash flow projections for individual assets and the overall fund.
- Reporting and Communication:Prepare regular, high-quality reports, presentations, and investment memoranda on portfolio performance, risk exposure, and strategy for senior management, internal committees, and external clients.
- Stakeholder Coordination:Coordinate and manage inquiries and requests from various internal teams (e.g., originations, accounting, compliance, marketing) and external stakeholders (e.g., clients, auditors, third-party valuation firms).
- Process Improvement:Actively participate in the continuous development and improvement of business processes, reporting systems, and data management platforms to enhance efficiency and risk mitigation.
- Market Intelligence:Stay updated with market trends, current events, laws, and regulations affecting the global infrastructure debt market.
- Collaboration: Work closely with cross-functional teams, including operations, compliance, accounting, and legal, to ensure seamless deal execution and accurate reporting.
Qualifications:
- Master's degree in finance / CFA / CA.
- 6-10 years of experience in portfolio management, investment analysis, project finance, and reporting, preferably with exposure to infrastructure transactions.
- Strong analytical skills with proficiency in financial modeling and data analysis.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Proficiency in Microsoft Excel and other financial analysis software
- Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously.
- Prior experience in managing teams and client, handling service delivery and other stakeholder management activities
- Ability to manage changing priorities and tight deadlines.
- A team player with a proactive attitude and a passion for the finance industry.
