Portfolio Monitoring Analyst

Hayfin Capital Management LLP; London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading European alternative manager seeks a Portfolio Monitoring Analyst for its new portfolio monitoring team. This role emphasizes key data collection and analysis for private credit investments, requiring strong analytical skills and finance expertise. Ideal candidates will have 2-4 years of relevant experience and an accounting qualification, with a keen interest in process improvements and team collaboration.

Qualifications

• 2-4 years of experience in financial services or private markets.
• Fluency in reading financial statements across sectors is required.
• Proficiency in a European language is a plus.

Responsibilities

• Prepare monthly portfolio company data for internal and external reporting.
• Assist in quarterly portfolio monitoring reports, including financial model analysis.
• Support the development of the reporting framework to enhance business growth.

Skills

Quantitative analytical skills

Qualitative analytical skills

Team player

Attention to detail

Education

Accounting qualification (e.g., ACCA)

Finance graduate

Job description

OPPORTUNITY

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 involve 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 important.
• The successful candidate will be execution-focused and actively involved in process improvements.

Responsibilities

• Prepare monthly portfolio company data collection for internal (e.g., portfolio monitoring, risk, financing) and external (e.g., investors) reporting, in partnership with the outsourced data monitoring team.
• Assist in preparing and coordinating quarterly portfolio monitoring reports ahead of portfolio reviews, including supporting monitoring excel reports. Understand and analyze financial models to challenge reported financials.
• Support the development of Hayfin's reporting framework to implement best-in-class processes supporting business growth.
• Support portfolio-level reporting and analytics, conducting deep dives to understand industry or portfolio trends, ensuring broader themes are considered during portfolio construction.
• Serve as a key business partner for asset-level data ad-hoc requests from internal or external parties.
• Contribute to 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 relevant private markets buyside experience are encouraged to apply.
• Strong quantitative and qualitative analytical skills.
• Good knowledge of finance, accounting, and fluency in reading financial statements across sectors.
• Team player with the ability to work autonomously and escalate issues when needed.
• Highly organized, attentive to detail, motivated, and eager to learn.
• Proficiency in a European language (German, French, Spanish) is a plus.