Portfolio Analyst

Portfolio Analyst (PCD) Leeds Permanent
£50,000 - £60,000 per annum plus excellent benefits
Our client a leader within FS are seeking a Portfolio Analyst on a permanent basis!

Core Responsibilities:

  • Ongoing Portfolio Monitoring and Analysis
  • Continuously monitor the development of individual portfolio transactions, perform Market/Sector research and analysis and inform management as well as client of any material developments on a portfolio
  • Numeracy and quantitative Skills, using various reporting and analytical tools
  • Review/update of financial models to assess future performance and risks (as applicable)
  • Provide robust collateral valuations,
  • Strong SQL (querying and managing data) and SAS (or comparable) programming
  • Where required, discuss/negotiate necessary credit and collateral documentation and ensure that all documentation and decisions required are correctly prepared, communicated and processed

Skills and Competencies

  • Solid analytical and technical skills and ability
  • Comfortable in a client facing role and ability to confidently present recommendations
  • Good organizational and time management skills, a hands-on approach and attention to detail are necessary
  • Team player with ability to work in a multicultural and international environment
  • Must be able to adapt quickly and efficiently to changing business and client requirements.
  • High level of familiarity of MS Excel, Word, PowerPoint and/or other data processing and analysis tools

This is an excellent opportunity to join a high-profile organisation during a substantial period of change. Annapurna Change are acting as an employment agency in relation to this vacancy. Riley Lett is the consultant officer for this vacancy.


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