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A successful business in central Henley are seeking a diligent and professional Portfolio Analyst to join their expanding team.
This is the ideal opportunity for a dynamic, problem-solver who enjoys a variety of tasks in their role and relishes a challenge. Working with a highly experience and professional team, no two days are the same!
The role:
- In-depth due diligence on funding opportunities
- Collating data for and assisting in the preparation of credit papers and other reports
- Assistance with the creation and ongoing maintenance and analytical review of internal models
- Completion of documentation once deals are approved
- Market research and review of economic data for the development of internal models and production of market analysis
- Ad hoc audit and administration tasks
- Maintenance of documents and files
- Identify opportunities to automate and streamline tasks
- Building strong and lasting client relationships
- Visiting new and existing client sites
The right person:
- Strong experience in data driven analysis
- Numerate with a problem solving approach
- Strong credit, financial analysis and modelling skills, including the ability to write good quality, structured credit papers
- Good understanding of financial risk concepts
- Legal documentation knowledge is beneficial
- Ability to work within a team as well as take the lead
- Focus on delivery with ability to multi task
- Excellent planning and organisational skills with a high tolerance for changing priorities
- Excellent verbal and written communication skills with the ability to summarise findings of analysis to non-technical audiences
- Excellent customer facing skills
- Prior experience in property/real estate debt industry is preferred
- Some travel is required so access to your own vehicle is desirable
