Analyst supporting performance analytics for beverage distribution company. Logging incentive parameters, reviewing performance metrics, and tracking sales performance goals.
About the role
- Associate/Analyst supporting day-to-day asset management across a portfolio of loans in London or Belfast. Responsibilities include loan onboarding, borrower reporting, covenant analysis, and more.
Responsibilities
- Loan onboarding and set-up
- Review facility agreements and extract date-related events.
- Create reminder alerts in CREW or the relevant system.
- Monitor receipt of required documents and chase outstanding conditions subsequent.
- Complete initial data entry, including collateral and appraisal data where applicable.
- Set up and maintain folders for key asset management documents.
- Support creation of the initial quarterly asset review draft at deal close and help organise handover.
- Ongoing loan management support
- Track post-closing requirements and maintain clear evidence trails through to closure.
- Process post-closing funding commitments, including capex facilities or further utilisations where applicable.
- Support payoffs and mid-term asset disposals, in line with finance documentation.
- Proactively monitor for borrower information and milestones.
- Liaise with the servicer where delivery slips against documentation timeframes.
- Borrower reporting and covenants
- Track borrower reporting obligations and analyse compliance reports and covenant calculations against documentation terms.
- Support covenant testing across metrics such as ICR, DSCR, Debt Yield, and LTV (as per the loan documentation).
- Support analysis of borrower requests (consents, waivers, amendments) and contribute to written recommendations in agreed formats and timeframes.
- Reporting
- Produce quarterly reporting using the quarterly asset review worksheet (the 'two-pager') within agreed timelines.
- Support annual credit review packs using the agreed template, typically PowerPoint with supporting Excel.
- Support site inspections where required.
- Support monthly reporting such as the Asset Management Loan Schedule where required.
- Systems and data quality
- Work in loan and portfolio systems including CREW, WebLedge, and SPGLE (plus shared drives as appropriate).
- Support data integrity by completing regular reviews prior to publishing to stakeholders.
Requirements
- Experience in loan operations, asset management support, portfolio support, or similar roles.
- Confidence reading finance documentation and following documented processes and controls.
- Strong Excel skills and comfort working with structured templates and recurring reporting deadlines.
- Strong attention to detail, with a track record maintaining accurate data and audit trails.
- Clear written communication for notes, trackers, and contributions to stakeholder packs.
Benefits
- Ongoing training and development
- Health cash plan coverage
- Cycle to work scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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