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Portfolio Monitoring Analyst

• The purpose of this role is to support in managing the Infrastructure debt portfolio, monitoring to track the performance of existing investments and investor reporting for all clients. This role will support the Portfolio Monitoring Manager in ensuring that the portfolio of investments is monitored and managed appropriately.

Role responsibilities

• Records of cover ratios and reports are maintained accurately.
• Investment team is alerted to relevant news and market events enabling the team to react or craft a message to investors / Infrastructure Investments Forum.
• Maintain regular contact with investee companies and ensuring key issues/watchlist assets are monitored adequately.
• Quarterly reports produced and completed in an accurate and timely manner.
• Stress tests and reviews completed in a timely fashion
• Monitor investee company performance including construction/operational progress and financial health of major counterparties.
• Assist with providing data/analysis to complete fundraising efforts as well as ad hoc analysis as required by key stakeholders.
• Produce and update country investment summaries where necessary.
• Review and brief the wider team on industry research related to sectors relevant to the existing and potential future portfolio

Role qualifications

• Good interpersonal skills in interfacing with various clients and teams.
• Knowledge/experience of the infrastructure debt market is desirable.
• Strong technical and practical knowledge of financial products and hedging applications is desirable.
• Highly organised and proactive in time management
• Strong in Excel
• Data analysis experience

For further details and application information please click “Apply”

You’ll achieve more when you join HSBC.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.