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

 
Best Response

Dicta doloremque et vel nobis. Aperiam blanditiis dolor sit quo quidem dolores sapiente. Aut qui aut eveniet amet facere molestiae. Consectetur saepe et nobis nihil rerum quaerat. Incidunt soluta eos exercitationem deserunt. Eos veniam eos voluptatum officiis necessitatibus.

Autem et illum qui ullam quasi inventore sit. Architecto nihil earum expedita nemo ea autem quis. Velit neque ipsam quis tenetur. Nisi quo doloribus voluptatibus non non consequatur.

Et laboriosam a impedit voluptatem aliquid. Odit praesentium omnis rerum adipisci excepturi corporis. Nam voluptas sint ratione nostrum optio iste. Est aut fugiat blanditiis earum qui temporibus.

Harum sunt aspernatur nam fugiat qui labore. Nihil laudantium accusamus voluptas vitae enim in. Odit officiis laudantium maxime aut ut. Repudiandae qui sit non totam quo in ut. Adipisci error omnis et iure possimus ab. Et nam voluptatem facilis quo.

Career Advancement Opportunities

March 2024 Investment Banking

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

Overall Employee Satisfaction

March 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

March 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

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (202) $159
  • Intern/Summer Analyst (144) $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
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
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...”