Portfolio Management Analyst (F/O IB)
Can someone tell me about this job? Especially with regard to exit opportunities down the line. I understand S&T, ECM/DCM, and Coverage Banking. But where does this fit? I feel like you get somewhat of a credit background but where can it take you?
-Monitor portfolio credits within the assigned industry sector (i.e. consumer/retail, energy, transports, etc)
-Perform fundamental cash flow, profitability, liquidity, recovery, valuation, and other ad-hoc analysis for individual credits in the portfolio
-Analyze and review proposed loan transaction commitments prior to credit committee meetings. Identify material strengths/weaknesses in the covenant package/loan structure
-Assess projected business case for new deals and provide synthesized analysis and recommendations to the Portfolio Manager and Group Head
-Proactively identify potential credit risks and mitigants and propose appropriate hedging strategies via CDS, bonds, equity, options, and structured products
-Remain current on macroeconomic trends impacting the portfolio
-Assist in maintaining multiple Portfolio information databases and ensure data integrity for assigned sector
-Overall support of senior Portfolio Manager
-Ad-hoc requests as required
Person Requirements
Basic Qualifications:
Bachelors degree
2+ years of financial services experience
1+ years of portfolio management experience
Preferred Qualifications:
Self starter that outperforms in a competitive environment
Team player with strong dedicated work ethic
Strong analytical and quantitative skills
Presentation and marketing aptitude
Creative aptitude
Basic knowledge of credit markets preferred
Able to work independently and take initiative
Able to communicate effectively at various levels and across multiple departments
Experience with handling multiple tasks of different nature simultaneously
Strong interest in credit markets
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