Job Description
Investment Monitoring & Portfolio Oversight
Partner with deal teams to transition investments post-closing and define KPIs
Track KPIs and monitor performance across the asset-based finance portfolio, assessing returns, risks, and concentrations on an ongoing basis
Analyze collateral and structural profile as well as market trends to identify emerging risks and escalate potential issues to the deal team and investment leadership
Maintain investment watchlists and work with Risk team to ensure accurate internal risk designations
Cash Flow Modeling & Analytics
Maintain transaction-level cash flow models upon handoff from deal team, including working with consultants to implement deal models in Intex post-closing
Roll forward cash flow projections and Intex models
Validate model outputs against legal documentation and trustee reports