• Onboard client investment portfolios by reviewing and interpreting legal agreements and understanding servicer or trustee reporting requirements. • Work closely with clients to support risk and exposure monitoring across transactions. • Calculate and monitor covenants, concentration limits, eligibility criteria, concentration tests, Borrowing Base calculations, and other key performance metrics/tests. • Build financial models and reports as per client requirements and analyze historical performance to identify key drivers and assess overall performance. • Liaise with the Business Analyst and Implementation teams to ensure data integrity and accurate logic within proprietary platforms. • Provide enhanced portfolio surveillance and proactively communicate critical insights related to overall portfolio performance. Requirements • Broad understanding of Structured Finance products, Corporate Credit, Asset‑Based Lending (ABL), CLOs, and Middle‑Market Portfolio Financing. • Strong foundation in core financial and accounting concepts. • Proficiency in financial modelling using Microsoft Excel. • Ability to work independently and collaboratively within a fast‑paced environment. • Excellent communication skills — written, verbal, and interpersonal. • Ability to perform under pressure and meet strict, time‑sensitive deadlines.