Leadership & Team Management
▪ Supervise, train, mentor, and lead a junior team of associates and financial analysts across recurring model updates and ad hoc reporting.
▪ Act as the primary point person to prioritize, streamline, and deliver reporting supporting institutional investment management.
▪ Foster a collaborative, high-performance culture aligned with organizational goals and client expectations.
Financial Modeling, Reporting & Analytics
▪ Deliver recurring and ad hoc reporting evaluating cash flows, risk metrics, and investment performance across Corporate, Structured Finance, Energy, Aviation, and Commercial Real Estate portfolios.
▪ Prepare detailed financial projection models and track reporting covenants against legal documents.
▪ Develop and maintain tearsheets and dashboards on underlying investment positions, delivering actionable insights into portfolio performance and risk exposure for senior stakeholders.
▪ Generate operating performance reviews across key return metrics including IRR, MOIC, DPI, RVPI, and TVPI.
▪ Interface with U.S. and European counterparties in support of portfolio analysis and reporting deliverables.
▪ Manage financial modeling updates, qualifying performance against prior periods and financial forecasts.
▪ Address non-conformance and conduct covenant sensitivity tracking and duration analysis.
▪ Monitor changes in asset valuations, market data, and collections against underwritten projections on a QoQ basis.
▪ Evaluate risk management practices in complement to evolving portfolio performance metrics.
Portfolio & Asset Management
▪ Continuously research and monitor assigned product sectors and portfolio companies with global investments, primarily in the U.S. and Europe.
▪ Interface with Operations, Accounting and Asset Management teams across the full investment lifecycle — from loan closing through return of capital and payoff.
▪ Support asset and loan administration activities in coordination with cross-functional stakeholders.
Process & Operational Efficiency
▪ Lead the creation, implementation, and documentation of process and procedural frameworks to improve team efficiency and generate KPIs.
▪ Establish and maintain file maintenance protocols and best practices across the Asset Management function.