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Portfolio Management Analyst
3 weeks ago
Antares Capital Atlanta, United StatesAnalyst, Portfolio Management page is loaded · Analyst, Portfolio Management · Apply · locations · Atlanta · time type · Full time · posted on · Posted 16 Days Ago · job requisition id · R266 · Are you looking to join a growing organization that motivates, accelerates, ...
Analyst, Portfolio Management - Atlanta, United States - Antares Capital
Description
Analyst, Portfolio Management page is loadedAnalyst, Portfolio Management
Apply
locations
Atlanta
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
R266
JOB DESCRIPTION
The Portfolio Management team is a critical part of Antares, focused on overseeing and managing one of the largest middle‐market portfolios in the private credit space.
Based in Chicago and Atlanta, the high‐performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio related activity including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.
The primary role of a Portfolio Management Analyst is to oversee and manage a portfolio of cash flow loans and monitor certain industries for key trends and market insights.
Portfolio Management Analysts are responsible for monitoring the performance of assigned loan accounts, completing internal reporting requirements, and validating the accuracy of portfolio related data, as well as generating industry specific dashboards and white papers.
Additionally, Portfolio Management Analysts assist senior deal team members in the underwriting, structuring, documentation and closing of on‐going portfolio related requests.
RESPONSIBILITIES
Monitor the performance of assigned portfolio of cash‐flow loans, including reviewing and spreading financial statements and monitoring on‐going compliance with loan agreements and internal policies.
Build and maintain borrower relationships and communicate directly with respective management teams and 3rd party lenders and investors, including establishing and maintaining lender portals.
Prepare clear and concise written business updates on portfolio performance and present assigned loan accounts at internal portfolio reviews. Proactively highlight any concerns or issues with a comprehensive assessment and recommendation.As a member of the account management team, conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.
Assist in the preparation of approval memos, present the underwriting results and recommendations to an investment committee, and lead the closing and funding process.
Compile portfolio and industry metrics for industry dashboards, reviews, reporting, and analytics projects, coordinating with various stakeholders.Anticipate key business, marketplace and competitor dynamics in finding opportunities for the portfolio.
Ensure proper records and associated documents are maintained on an on‐going basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes.
QUALIFICATIONS
Bachelor's degree, with a preferred concentration in finance, accounting, business, or economics.
3+ years related experience including, but not limited to: private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting.
Portfolio management experience preferred.Knowledge and proven experience with financial statement analysis and ability to independently monitor and identify variances in financial performance.
Motivated self‐starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills.
Demonstrated ability to be decisive, highly organized and prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline‐driven environment while maintaining careful attention to detail and accuracy.
Ability to work productively in a cross‐functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy.
Proven record of reliability and dedication to high quality work product.High proficiency with Excel, Microsoft Word, PowerPoint and financial spreading software.
THE FINE PRINT
Must have unrestricted authorization to work in the United States
Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
Must be willing to work from the Atlanta office
Antares is an Equal Opportunity Employer.
Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
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To learn more, visit . Antares is an Equal Opportunity Employer.
Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
About Us
Antares is a private debt credit manager and a leading provider of financing and investment solutions for middle-market private-equity backed borrowers and investors.
Since its founding in 1996, Antares has built one of the industry's largest and longest-tenured portfolios of middle market companies and has been recognized by industry organizations as a leading provider of middle market private debt.
Through its Asset Management & Funding Team, Antares offers investors the opportunity to invest in collateralized loan obligations, funds, and separately managed accounts.
Read more about our company here and our record performance in 2021 during which time we grew our capital under management and administration to over $50 billion here.
