Private Debt - Portfolio Analyst
- Employer
- LGT European Capital Ltd.
- Location
- United Kingdom
- Salary
- market-based
- Closing date
- Jun 8, 2019
View more
- Job Function
- Credit Analysis, Fixed Income Research: Buy Side, Private Equity/Venture Capital
- Industry Sector
- Asset Management
- Certifications
- Passed CFA Level I, Passed CFA Level II
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Job Information
As an analyst, your work will be primarily focused on the monitoring and assessment of the portfolio companies ‘performance via MD&A style reporting, financial analysis and supporting other staff in performing quarterly valuations of LGT Investments. Occasionally, you may assist other team members in performing financial/accounting due diligence procedures as well as other projects related to the portfolio companies.
- Portfolio Monitoring: Maintain effective monthly management of the financials, monitor metrics of portfolio companies and contribute to monthly/quarterly MD&A.
- Valuations: Prepare portfolio companies' quarterly valuations based on audited and reported results, forecasts and other financial analyses.
- Portfolio management projects: Assist other team members in performing accounting/financial due diligence procedures as well as other projects related to the portfolio companies.
- Pipeline and dry powder analysis: Build and maintain periodic reporting for Partners on pipeline analysis and dry powder on different funds.
Requirements
- Bachelor or Master's degree in finance or accounting;
- 1-2 years of experience, ideally in a private equity or private debt fund institution; Audit or Transaction Service experience is an advantage;
- Currently studying for the CFA examinations;
- Strong IT skills (MS Office), in particularly excel with good comprehension of formulas; VBA advantageous;
- Fluent in English, excellent written and verbal communication; other European languages would be beneficial;
- Rigorous and well-structured mind-set with a strong understanding of corporate finance and accounting concepts;
- Self-motivated and pro-active team player with an independent working style.
Company
LGT European Capital is affiliated with LGT Capital Partners and operates as its private debt competence center focused on arranging and underwriting private debt investments for sponsored buy-outs of mid-market companies on a pan-European basis. Set up in 2005, the team is composed of 16 investment professionals based in Paris and London, has completed over 70 transactions, and now has approximately EUR 1 billion of assets under management.
LGT Capital Partners is a leading alternative investment specialist with USD 60 billion in assets under management and more than 500 institutional clients in 37 countries. An international team of over 450 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.
- Telephone
- +44 (0)207 484 2500
- Location
-
1 St. James’s Market
London
London
SW1Y 4AH
GB
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