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Analyst/ Sr. Analyst

Job Description - Analyst/ Sr. Analyst

  • Onboard client investment portfolios by reviewing and interpreting legal agreements and understanding servicer or trustee reporting requirements.
  • Work closely with clients to support risk and exposure monitoring across transactions.
  • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, Borrowing Base calculations, and other key performance metrics/tests.
  • Build financial models and reports as per client requirements and analyze historical performance to identify key drivers and assess overall performance.
  • Liaise with the Business Analyst and Implementation teams to ensure data integrity and accurate logic within proprietary platforms.
  • Provide enhanced portfolio surveillance and proactively communicate critical insights related to overall portfolio performance.


  • Requirements

  • Broad understanding of Structured Finance products, Corporate Credit, Asset‑Based Lending (ABL), CLOs, and Middle‑Market Portfolio Financing.
  • Strong foundation in core financial and accounting concepts.
  • Proficiency in financial modelling using Microsoft Excel.
  • Ability to work independently and collaboratively within a fast‑paced environment.
  • Excellent communication skills — written, verbal, and interpersonal.
  • Ability to perform under pressure and meet strict, time‑sensitive deadlines.


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