Portfolio Analyst Portfolio Analyst …

BNY Mellon Investment Management
in New York, NY
Permanent, Full time
Last application, 23 Sep 20
Competitive
BNY Mellon Investment Management
in New York, NY
Permanent, Full time
Last application, 23 Sep 20
Competitive
Portfolio Analyst
Company Description: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 banksCandidate ProfileThe 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 firm s continued growth and be an instrumental part of the firm s ongoing success.

Qualifications
Company Description: 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 The 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 firm s continued growth and be an instrumental part of the firm s ongoing success.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-New York-
Internal Jobcode: 32918
Job: Asset Management
Organization: Alcentra Group-HR13364
Requisition Number: 2009487
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