Portfolio Monitoring - Private Credit (Corporate & Alternative Debt)

TN United Kingdom; London; On-site; GBP 45,000 - 85,000; Full time

Job summary

An established industry player is seeking a Portfolio Monitoring professional to oversee Private Credit investments. In this dynamic role, you will ensure that investment assets are managed effectively, focusing on corporate and alternative debt. You'll engage with borrowers, conduct financial performance analysis, and present portfolio updates. This position offers the chance to work within a collaborative environment dedicated to responsible investing and sustainable outcomes. If you are organized, self-motivated, and possess strong analytical skills, this opportunity could be your next career step in the evolving world of finance.

Qualifications

• Experience in asset management within private debt is essential.
• Strong financial analysis skills and knowledge of credit risk required.

Responsibilities

• Manage and monitor performance of Private Credit investments.
• Conduct client meetings and engage with borrowers on ESG issues.

Skills

Asset Management

Debt Capital Markets

Financial Analysis

Communication Skills

Organizational Skills

Credit Risk Analysis

Tools

Excel

PowerPoint

Word

Job description

Social network you want to login/join with:

Client:

Legal & General

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

908016c2ca4d

Job Views:

41

Posted:

11.04.2025

Expiry Date:

26.05.2025

Job Description:

We have a brand new role as a Portfolio Monitoring - Private Credit (Corporate & Alternative Debt) to support the ongoing management of Private Credit investments for LGIM managed funds and, where appropriate, provide assistance and advice in the due diligence and execution of new transactions.

Primary responsibilities will include managing and monitoring the ongoing performance of investments across the Private Credit business, with a primary focus on Corporate & Alternative Debt.

Duties include:

• Ensuring that investment assets are appropriately monitored and managed in line with objectives and value is preserved or enhanced for LGIM clients.
• Monitoring investments through analysis of financial performance and covenant compliance. This will include review and scrutiny of borrower financial statements, compliance certificates, budgets and financial models, as well as engagement with management. Engagement with borrowers on ESG issues and the collation of data on key ESG metrics.
• Conducting regular client meetings which may include site visits with borrowers, particularly for greenfield / construction phase / major capex projects.
• Ensuring any deterioration in asset performance is identified promptly and combined with proactive borrower engagement to discuss whether remedial action can be undertaken or is necessary.
• Presenting regular updates on the portfolio including quarterly reviews, focus lists, and waiver & construction logs.
• Coordinating interaction with the internal Rating team and/or the Portfolio Management team in respect of the existing portfolio and assisting in the production of any related deliverables.

Qualifications

• Relevant experience of asset management within private debt.
• Strong working knowledge of debt capital markets and products with a focus on corporate and alternative sectors.
• Good technical skills across Excel, PowerPoint, and Word applications.
• Strong financial analysis skills required – with an understanding of credit risk, rating agency methodology, and the ability to analyse / sensitise financial models.
• Organised, focused and self-motivated with good communication (written and oral) skills. The ability to manage and prioritise a large number of competing workstreams and stakeholders is essential.
• A solid working knowledge of the relevant legal documentation types appropriate for the various sub-sectors is required.
• Collaborative and a true team player.

Company Description

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.

Additional Information

Legal & General is a leading financial services organisation, named in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful, and inclusive, so are always willing to discuss flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

If you’re open to find out more, we'd love to hear from you.