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Job Description:

Analyst/Senior Analyst

Research based role for supporting US-based portfolios

ROLE OVERVIEW

The Analyst/Senior Analyst will play a critical role in supporting portfolio-level analysis, credit documentation, financial reporting, and operational finance workflows. This role requires strong hands-on analytical capability, disciplined documentation practices, and the ability to manage multiple financial workstreams simultaneously. The analyst will work closely with internal engagement leads and US-based stakeholders to ensure that financial insights, credit materials, and portfolio data are accurate, well-organized, and decision-ready.

KEY RESPONSIBILITIES

Financial & Portfolio Analysis

• Perform detailed financial statement analysis, including balance sheet, income statement, and cash flow review
• Analyze historical and projected financials to support internal reviews and credit evaluation
• Conduct rent roll analysis, including tenant concentration, lease expiry profiling, vacancy trends, and revenue stability
• Assist in overall portfolio management, including asset-level tracking, performance monitoring, and variance analysis
• Maintain portfolio dashboards and trackers for recurring performance metrics

Credit & Investment Support

• Prepare and update Credit Memorandums (Credit Memos) with clear financial narratives, risk highlights, and supporting schedules
• Compile borrower financials, rent rolls, tax returns, insurance documents, and third-party reports into structured credit packages
• Support covenant testing, ongoing covenants management, and compliance tracking
• Track reporting requirements and ensure timely receipt and validation of borrower deliverables

Documentation & Data Management

• Manage documentation segregation across deals, portfolios, and reporting cycles
• Maintain well-structured digital folder management systems aligned with internal and client SOPs
• Ensure all financial, legal, and insurance documents are audit-ready and easily retrievable
• Support internal reviews by maintaining version control and clean file naming conventions

Tax, Insurance & Compliance Support

• Review and analyze US Tax Returns (individual and entity-level) for consistency with financial statements and credit assumptions
• Assist with insurance claims tracking, policy review summaries, and claim documentation organization
• Support compliance-related information requests from internal or external stakeholders

Reporting, Excel & Systems

• Build and maintain Excel-based financial models, trackers, and analytical templates
• Apply advanced Excel formulations, including lookup functions, pivot tables, logical formulas, and reconciliations
• Support preparation of recurring and ad-hoc financial reports with analysis-ready outputs
• Ensure data accuracy across reports used for management, credit, and portfolio decisions

Communication & Operational Support

• Manage and respond to email communications related to documentation requests, reporting follow-ups, and internal coordination
• Liaise with internal teams to track open items and resolve data gaps efficiently
• Deliver well-structured written summaries and clarifications for US-based stakeholders
• Operate effectively in an async delivery model, ensuring timely and independent execution of assigned tasks

REQUIRED SKILLS & EXPERIENCE

• Experience — Minimum 3+ years of experience in financial analysis, credit analysis, portfolio management, or related finance roles
• Financial Analysis — Strong understanding of financial statements, ratio analysis, and cash flow assessment
• Credit Support — Hands-on experience preparing or supporting Credit Memos and underwriting documentation
• Portfolio Exposure — Experience handling multiple assets or deals simultaneously with structured tracking
• US Finance Familiarity — Understanding of US-based financial practices, tax returns, and documentation standards
• Excel Proficiency — Advanced proficiency in Microsoft Excel, including complex formulas and data analysis tools
• Documentation Discipline — Demonstrated ability to manage large volumes of financial and deal documentation accurately
• Communication — Strong written English skills for professional email correspondence and reporting
• Ownership Mindset — Ability to work independently, manage priorities, and meet deadlines without close supervision

PREFERRED BACKGROUND

• Prior experience supporting US real estate, lending, or investment portfolios
• Exposure to rent roll analysis, covenant monitoring, or asset management reporting
• Familiarity with insurance policies, claims processes, or compliance documentation
• Background working with offshore delivery models supporting US clients
• Finance, Accounting, Economics, or related academic qualification