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Portfolio Analyst - Alcentra BDC
Alcentra is a global asset management firm owned by BNY Mellon and has become one of the leading sub-investment grade debt managers over the past decade, having spun out of Barclays Capital Asset Management in 2002. Headquartered in London, with offices in New York, Boston and a local presence in Singapore, the firm employs 92 people, including 48 investment professionals, who work in a culture where integrity, high intellect, collaboration and the pursuit of excellence characterize the team. The investment track record dates back to 1998 with strategies that include senior loans, high yield bonds, stressed/distressed debt, direct lending and mezzanine capital, as well as structured credit. The firm manages approximately $22 billion of capital for global investors, including institutions, family offices and high net worth individuals. Please visit our website at www.alcentra.com for more information. Position Summary: The Portfolio Analyst will assist with portfolio construction, monitoring, analytics and optimization. The Portfolio Analyst s primary focus will be to manage and maintain internal systems to accurately reflect the portfolios, assess the efficiency of various loan portfolios (including CLOs and unlevered funds), track performance, develop trade ideas and trading programs to optimize live portfolios and measure the impact of hypothetical trades prior to trade approval/execution. In addition, the Portfolio Analyst will participate in the preparation of new business marketing pitches by assisting with the construction of target and model portfolios for potential clients. Responsibilities will include, but not be limited to the following: Daily portfolio maintenance, analysis and review with the PM / Trader Work with the PM to develop strategies for each of the portfolios to improve performance and manage risk Maintain accurate records of each of the investments characteristics, including ratings, spread, maturity, call protection, etc. Prepare and present quarterly portfolio reviews Construct and Price Portfolios as needed Maintain active dialogue with CLO structuring teams at primary CLO arranging banks Candidate Profile
QualificationsThe successful candidate will possess the following: Solid quantitative and qualitative analytical skills, attention to detail and strong excel modelling skills; At least 2 to 3 years of previous credit experience in leverage finance, banking or structured products / CLOs; Strong understanding of financial statements, accounting and relative value; Strong communication skills (both written and oral); Proven interpersonal skills with ability to work with a fair degree of autonomy and demonstrate initiative and a sense of personal accountability, but remain a team player and enjoy contributing in a cooperative and entrepreneurial environment; ability to work well in a small, collaborative team; Unimpeachable integrity and an uncompromised reputation. Opportunity: This role offers the successful candidate the rare opportunity to join an incredibly well-regarded and top performing investment firm, working with a dynamic group of people who are experts in their field. This is an opportunity to be part of the firms continued growth and be an instrumental part of the firms ongoing success.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York
Internal Jobcode: 32918
Organization: Alcentra Group-HR13364
Requisition Number: 1707870