Portfolio Monitoring Analyst

Hayfin Capital Management; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading European alternative manager seeks a Portfolio Monitoring Analyst for their newly formed team. Responsibilities include preparing data for reporting, analyzing financial models, and developing processes to support business growth. Candidates with 2-4 years of experience in financial services, strong quantitative skills, and a knack for detail are encouraged to apply.

Qualifications

• 2-4 years of experience in financial services or private markets.
• Strong working knowledge of finance and accounting.
• Proficiency in a European language is a plus.

Responsibilities

• Prepare monthly portfolio company data collection for internal and external reporting.
• Assist in quarterly portfolio monitoring reporting and financial model analysis.
• Support the development of reporting frameworks and best practices.

Skills

Analytical skills

Finance knowledge

Attention to detail

Education

Accounting qualification (e.g. ACCA)

Finance degree

Relevant experience in private markets

Job description

Social network you want to login/join with:

Exciting opportunity to join a recently formed portfolio monitoring team at one of the leading European alternative managers.

JOB OVERVIEW

· We’re looking to hire a Portfolio Monitoring Analyst to join our recently created Portfolio Monitoring team, within the private credit investment team

· The role will be involved in key portfolio monitoring processes, across the Private Credit business (Western European

focused lending business)

· Ability to interact and partner with borrowers, the investment team, finance and investor relations team is an important aspect of the role.

· The successful candidate will not only be execution focused but also take an active role in improving processes.

RESPONSIBILITIES

· Prepare monthly portfolio company data collection for internal (e.g. portfolio monitoring, risk, financing) and external (e.g. investors) reporting in partnership with outsourced data monitoring team (when applicable).

· Assist in the preparation and coordination of quarterly portfolio monitoring reporting ahead of portfolio reviews, including supporting monitoring excel reports. Beyond preparation, it will be important to understand and analyse financial models, with the purpose of challenging the financials being reported.

· Support the development of Hayfin’s reporting framework to shape and implement best-in-class processes to support business growth.

· Support the team’s portfolio level reporting and analytics, whereby deep dives are conducted to understand industry or portfolio trends. This is a key contributor to ensuring that broader themes are considered during the portfolio construction process.

· Become key business partner for any asset level data ad-hoc requests from either internal or external parties.

· Become stakeholder in private credit data integrity and governance framework.

SKILLS & EXPERIENCE

· ~2-4 years of experience in financial services, private markets or a related field. Candidates with accounting qualifications (e.g. ACCA), finance graduates or have gained relevant experience in a private markets buyside role are encouraged to apply

· Superior quantitative and qualitative analytical skills.

· Strong working knowledge of finance, accounting, and fluency with reading financial statements across different sectors.

· Good team player.

· Ability to act autonomously when appropriate and know when to escalate matters.

· Highly organised and attentive to detail.

· Highly motivated with a strong work ethic and a desire to learn.

· Proficiency in a European language (German, French, Spanish) a plus