The focus of this role is to assign and monitor internal ratings, undertake sector and portfolio reviews, help ensure the rating framework remains appropriate and in line with Credit Rating Agency (CRA) guidance.
Assign internal credit ratings on unrated illiquid asset independently or with minimal guidance, ensuring ratings are accurate, follow approved methodology and are timely.
Integrate environmental, social and governance factors in the analysis of each investment.
Develop and maintain deep understanding of CRA rating methodologies and ensure the methodologies for assigning ratings remains appropriate.
Independently contribute to the development and maintenance of the relevant methodologies and associated documentation and ensure it meets all requirements (including rating agency criteria and regulatory guidelines and best practice).
Act as secondary analyst to other private debt transactions, providing assurance and challenge to processes and outcomes.
Monitoring of group limits, risk and concentration and any restricted assets (for example watch list).
Requirements
Demonstrates strong knowledge of the credit rating processes and methodologies undertaken by Credit Ratings Agencies (CRA).
Ability to interpret sector-specific rating approaches; Real Estate backed debt in the form of CRE (Corporate Real Estate) loans, Commercial Ground Rent loans, Property Corporates and REITs, Credit Tenant Lease and Income Strips, including financial information analysis and loan documentation.
Strong capability in producing credit memos and sector reports highlighting key investment risks and opportunities.
Confidently develops and maintains Risk ID and produce and test scorecards/financial models and assess the reasonableness of rating outputs from scorecards.
Ability to interpret credit ratings and challenge subjective assessments.
Form and present opinions on the credit quality of an asset including the ability to write credit reports highlighting key risks to range of stakeholders.
Experience of Excel, Word, PowerPoint and ideally, credit rating agency data platforms.
Finance Manager overseeing financial analysis and reporting at Elevance Health. Responsible for cost and budget management within the Government Business Division.
Intern participating in Retail Banking Summer Program focused on financial wellness solutions. Gaining practical experience in banking activities, service delivery, and relationship management.
Pediatrics Grants Financial Analyst ensuring compliance during the project life cycle at Washington University. Supporting faculty and staff throughout proposal preparation and fund management activities.
Financial ERP Business Lead overseeing SAP S/4HANA Financials solutions within banking. Leading teams and driving process improvements with a focus on compliance and effectiveness.
Graduate role in Investment Operations rotating between various teams at Netwealth. Gain exposure to financial markets and enhance technical knowledge in a collaborative environment.
Transfers Case Handler responsible for processing pensions transfers and customer queries at interactive investor. Opportunity to develop a career within a market leading company.
Area Manager overseeing finance and accounting processes for insurance clients. Reviewing local GAAP journals and managing month - end close cycles for multiple countries.
Oracle Functional Financial Consultant conducting workshops and configuring Oracle Fusion Financial modules. Collaborating with teams to resolve functional issues and create documentation for system integration.
Team Lead Finance at Netlight leading the Munich - based Finance team. Overseeing financial reporting, compliance, and process optimization in a dynamic work environment.
Finance Assistant handling escrow administration and assist in accounts management at techUK. Responsible for maintaining financial records and supporting the Finance Team with financial operations.