Portfolio Analytics Specialist

Marks Sattin (UK) Ltd; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A prominent Private Credit Investment Manager in the City of London is seeking a Portfolio Analytics Specialist. The role involves delivering critical portfolio data, developing dashboards using Power BI, and collaborating with various teams to drive data insights and reporting accuracy. Ideal candidates will have a strong background in financial analysis and experience in portfolio management, contributing significantly to data-driven decision-making.

Qualifications

• 3 - 7 years within a financial analytical position.
• Strong background in portfolio management, ideally from Private Credit/Private Markets.
• Experience working with large datasets.

Responsibilities

• Deliver accurate financially focused portfolio data to internal stakeholders.
• Develop, maintain, and enhance Power BI dashboards.
• Contribute to portfolio modelling and scenario analysis.

Skills

Financial analysis

Data analysis

Portfolio management

Power BI

Risk monitoring

Job description

The Role: Portfolio Analytics Specialist
The Company: Private Credit Investment Manager
The Location: City of London

The Responsibilities:

• Deliver accurate financially focused portfolio data to internal stakeholders
• Extract insights form the data
• Contribute to portfolio modelling and scenario analysis
• Develop maintain and enhance Power BI dashboards
• Work closely with the Investor Relations group with to prepare reporting and analysis
• Partner with the Data team to support implementation and improvements of internal systems

The Requirements:

• 3 - 7 Years within a financial analytical position
• Strong background in portfolio management ideally from Private Credit/Private Markets
• Good understanding of financial risk monitoring for both interpretation and analysis of company performance
• Experience working with large datasets

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