JUMP TO CONTENT

Portfolio Monitoring - Private Credit (Corporate & Alternative Debt)

  1. London
  2. Full-time
  3. Property Investment Management

__jobinformationwidget.freetext.ExternalReference__

853_13038


Company Description

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.


Job Description

We have a brand new role as a Portfolio Monitoring - Private Credit (Corporate & Alternative Debt) to support the ongoing management of Private Credit investments for LGIM managed funds and, where appropriate, provide assistance and advice in the due diligence and execution of new transactions.

Primary responsibilities will include and be related to managing and monitoring the ongoing performance of investments across the Private Credit business, with a principal focus on Corporate & Alternative Debt.

Duties include:

  • Ensuring that investment assets are appropriately monitored and managed in line with objectives and value is preserved or enhanced for LGIM clients.
  • Monitoring Investments through analysis of financial performance and covenant compliance. This will include review and scrutiny of borrower financial statements, compliance certificates, budgets and financial models, as well as engagement with management. Engagement with borrowers on ESG issues and the collation of data on key ESG metrics.
  • Ensuring any deterioration in asset performance is identified promptly and combined with proactive borrower engagement to discuss whether remedial action can be undertaken or is necessary.
  • Presenting regular updates on the portfolio including quarterly reviews, focus lists, and waiver & construction logs.
  • Dealing with ad hoc borrower requests for amendments and waivers.
  • Coordinating interaction with the internal Rating team and/or the Portfolio Management team in respect of the existing portfolio and assisting in the production of any related deliverables.

Qualifications

  • The following are desirable but not all are required for your application to be considered / successful:
    • Relevant experience of portfolio monitoring within private debt. 
    • An understanding of rating agency methodologies.
    • Knowledge of the relevant legal documentation types appropriate for the various sub-sectors.
  • Strong working knowledge of debt capital markets and products with a focus on corporate and alternative sectors.
  • Good technical skills across Excel, PowerPoint, and Word applications. 
  • Strong financial analysis skills required including the ability to analyse / sensitise financial models.
  • Organised, focussed and self-motivated with good communication (written and oral) skills. The ability to manage and prioritise a large number of competing workstreams and stakeholders is essential.
  • Collaborative, and a true team player. Eager to learn and work on new and unfamiliar sectors and structures.

 


Additional Information

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.

Great news! We will let you know when a new job like this has been added!

Similar roles

List #1

Our latest posts

image of jesal from defined contributions
Jesal Mistry’s career journey in Defined Contribution

Teaser

Customer Service & Sales

Content Type

Blog

Publish date

09/25/2024

Summary

At Legal & General, we take pride in our talented professionals who are dedicated to making a difference in the world of pensions and investments.  Take Jesal, a leader in Defined Contribution (D

Teaser

Jesal shares insights into his DC career journey.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of claire hazle smiling
Championing women and neurodiversity in tech leadership: Claire Hazle's role at L&G

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

09/18/2024

Summary

At Legal & General, we are committed to fostering an inclusive environment where diversity thrives and leadership positions are accessible to people from all backgrounds.  Claire Hazle, our interim

Teaser

Join us as Claire shares her experiences and insights on championing women and neurodiverse individuals in the tech space.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of christie smiling
Navigating my career as an Actuary: A Conversation with Christie McKenna

Teaser

Finance & Actuary

Content Type

Blog

Publish date

09/17/2024

Summary

Navigating the intricate world of finance as an actuary requires a blend of analytical abilities, communication skills and adaptability. At Legal & General, these qualities are not just recognised

Teaser

Christie shares insights into his day-to-day responsibilities, the rewarding aspects of his role, and what it takes to succeed as an Actuary at Legal & General.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

legal and general customer service rep smiling at computer
Key skills needed in a Customer Service Team

Teaser

Customer Service & Sales

Content Type

Blog

Publish date

08/28/2024

Summary

Good customer service is such a big factor in customer retention. It makes our Customer Service Team a very important and vital part of our business. On average, 65% of customers have reported chan

Teaser

Let’s explore the key customer service skills and strengths needed to be successful at Legal & General.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

man smiling sitting at desk in suit and tie
Careers in Asset Management at Legal & General

Teaser

Investments

Content Type

Blog

Publish date

08/09/2024

Summary

Did you know that the global asset management industry manages over $100 trillion in assets? This staggering figure highlights the immense opportunities within this field globally. We are one of Eu

Teaser

Did you know that the global asset management industry manages over $100 trillion in assets? Learn about careers in asset management today.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

A woman with red hair and a floral top on a laptop in a colourful office
Core skills for established Data Analysts

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

07/12/2024

Summary

We all live in a data-driven world, where businesses generate approximately 328.77 million terabytes of data every day. This is a huge amount of data that can be really overwhelming for any busi

Teaser

In a world where businesses generate over 328 million terabytes of data daily, mastering data analysis skills is crucial to transforming overwhelming raw data into valuable insights that drive vital business decisions.

Read more
Photo of a headshot of Bindu, a women in a black and white outfit smiling in a garden
Women in data: Bindu Bakrania's career journey as Head of Data & Analytics, Private Markets

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

07/10/2024

Summary

At Legal & General, we like to share our employees' stories and celebrate their success. Bindu Bakrania has been with us since April 2023 and has achieved immense growth in her career in data analy

Teaser

Discover Bindu Bakrania's inspiring journey of growth in data analytics at Legal & General, and learn how her passion for data and dedication to overcoming challenges have led her to success.

Read more
Photo of Gemma, in the woods, holding her pet dog and smiling while taking a selfie.
From fashion to finance: Gemma's journey of career growth and personal development

Teaser

Our people

Content Type

Blog

Publish date

06/27/2024

Summary

At Legal and General, we see the potential in you. If you do not have a strong background in financial services and have worked as an Analyst in other industries, for example, those skills are tra

Teaser

Gemma's remarkable journey at Legal & General showcases the transformative power of a supportive and inclusive workplace.

Read more
Two women at a desk on a laptop in a work meeting in the office with a big screen behind them.
Can actuaries be replaced by AI?

Teaser

Finance & Actuary

Content Type

Blog

Publish date

06/19/2024

Summary

In the current quickly evolving digital terrain, the integration of artificial intelligence (AI) and advanced technologies into various industries is reshaping many traditional roles. Actuarial scie

Teaser

Discover the evolving role of actuaries in the age of AI and explore exciting career opportunities at Legal & General.

Read more
Female data engineer working on her laptop at a desk in a modern office
What skills do Data Engineers need?

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

06/11/2024

Summary

At Legal & General, we’re committed to creating an environment where people can thrive in their careers. We understand the important role that Data Engineers play in our mission to build a more sustai

Teaser

Curious about the skills you need to thrive as a Data Engineer? Dive into our guide and explore how you can shape the future of financial services and asset management at Legal & General.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

View all

Job search

What we do?

There’s so much more to us than meets the eye. We’re insurers, investors, builders, city-regenerators and green technology champions.

And whatever the future holds, our people’s knowledge, skill and passion will mean we’re placed to make a real difference to society.

Click here to join us
Search for jobs