Associate - Portfolio Monitoring

Apollo Global Management

Posted: 1 month ago
Openings: 10
Applicants: 0

Job Description

POSITION OVERVIEW:

The candidate will be responsible for conducting fundamental financial statement analysis and credit research that will enhance credit leads ability to monitor and effectively manage risk within various portfolios of private investment grade fixed income investments. This individual will formulate and maintain forward-looking internal ratings and outlook recommendations, subject to approval from credit leads. This will include proactive and comprehensive communication (both written and verbal) with credit leads on relevant credit issues, covenant compliance and industry developments. The candidate may also assist with other portfolio management activities such as ESG scorecard reviews, portfolio pricing and management reporting activities.

PRIMARY RESPONSIBILITIES

Track investment grade portfolio credits across multiple sectors, utilizing quantitative and qualitative credit monitoring skills.
Update financial models and credit reviews.
Review public earnings updates, MDA, news flow, and share credit views and recommendations.
Track credit rating outlook changes
Track covenant compliance
Update annual ESG scorecards.
Internally communicate issues and improvements on portfolio
Raise red flags of any credit concerns to credit leads / portfolio managers.
Determine credit watchlist status.
Provide credit commentary for external reports.
Produce sector reviews and broader portfolio reviews.

Qualifications Experience

Bachelor s Degree and above
2+ years relevant experience in Credit monitoring and Financial Statement Analysis
Familiarity with CapIQ, Bloomberg, Moody s Rating Methodology a plus
Ability to take initiative and be accountable for designated tasks.
Strong written and verbal communication skills including ability to synthesize and summarize credit views.
Ability to work in a fast-paced environment.
Proficient in Microsoft Excel and PowerPoint

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.