Portfolio Analyst - is this a middle office role?

Hi Guys,

I have been approached for a role below, and the recruiter is adamant that this is more of a front office role. I was wondering if anyone agrees with this.

The Role

· Driving the reporting to provide quality MI and analysis on the portfolio, including performance of the borrowers, reporting trends and assessing the overall health of the portfolio and providing commercial recommendations

· Establishing reporting framework requirements for new portfolio companies and ensuring a seamless transition into the portfolio

· Overseeing amendments to loans and onboarding / accession of new assets into active loans

· Liaising with deal executives on an ongoing basis to ensure monthly financial and KPI data is relevant and in line with budget

· Ensuring the data that is submitted is accurate and is consistent with management accounts, board packs and other documents provided by management teams

· Maintaining and managing the portfolio monitoring system (eFront), which is the software platform used to automate the production of monthly reports and analyses

· Providing financial analysis and support to ad hoc value enhancement projects

· Implementation of automated diary system to monitor key loan metrics / milestones

i am very new to the AM scene, and this is for a small PE company.

Thank you

 

Et consectetur earum praesentium pariatur ex ut. Hic perferendis sed voluptas hic temporibus dolorem ex. Et laborum delectus fugit voluptatem. Sit voluptate expedita eligendi dolorem et et alias.

“Destiny is a gift. Some go their entire lives, living existences of quiet desperation, never learning the truth that what feels as though a burden pushing down upon their shoulders is really a sense of purpose that lifts us to greater heights. Never forget that fear is but the precursor to valor, that to strive and triumph in the face of fear is what it means to be a hero. Don’t think. Become.”

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Jamoldo's picture
Jamoldo
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”