Job Description

Job Title: Analyst, Portfolio Management

Location: London, St Pauls

Department Real Estate

Reporting to: Head of Portfolio Management

What the Hiring Manager says\xe2\x80\xa6.

\xe2\x80\x98\xe2\x80\x99This is an exciting opportunity for a proactive and motivated individual to join the Portfolio Management team at ICG Real Estate. The individual will have the opportunity to develop their skills and knowledge through working on a diverse portfolio of real estate backed debt. \xe2\x80\x98\xe2\x80\x99

Position Summary:

The real estate division of ICG comprises 40 multi-disciplined professionals, including 33 investment professionals and a six-strong team with specific responsibility for credit risk management, portfolio monitoring and fund operations.

We manage funds and other investment vehicles with aggregate commitments of \xc2\xa34.4bn. Our investors benefit from our proven, risk-averse, investment philosophy, transaction sourcing network and direct property experience within the team, which ensures that we have an intimate understanding of the key UK real estate sub-markets.

The Portfolio Management team is responsible for monitoring credit quality, compliance with loan facility documentation and risk management of transactions from closing through to final maturity. You will provide a vital support function to the Portfolio Management Team and through that, to the wider ICG Longbow team by assimilating data from our systems and translating it into business information. This will help us observe and manage the constantly changing dynamics of our individual loans and markets, such that we are better informed to make decisions on existing and new proposals.

You will also support Portfolio Managers with more complex and demanding loan exposures, providing analytical support on underlying transactions that require close monitoring or that have complex business characteristics, investigating risk and performance issues with borrowers.

Primary Responsibilities:

The responsibilities of the role include, but are not limited to:

Data Analytics

Working with our Portfolio Management and Reporting System (\xe2\x80\x9cPMRS\xe2\x80\x9d) to highlight key business drivers and trends between sectors, regions and observing changes in our markets from internal proprietary information over time.

Working with our front office teams, subscription services and external advisors to monitor trends in each of our key markets, our loan exposures, and our business.

Providing support and information to the wider team via reports and contributing to presentations and briefings.

Updating and monitoring our sustainability records including Energy Performance Certification and summarising key risks or action areas within our lending programme as part of our commitment to responsible Environmental and Social Governance.

Maintaining records of Fire Risk Assessments on the properties within our security.

Deal Support and Evaluation

Assisting the Portfolio Managers with higher maintenance cases, providing analysis and taking action under the guidance of Portfolio Managers in their strategy to manage and mitigate risk.

V3 loan administration transaction booking system.

Responsibility for monitoring insurance renewals with the aid of a dedicated insurance portal run by external advisers, liaising with Portfolio Managers and Clients as necessary.

Completing governance reviews on Borrowers periodically to observe changes in control and other significant events, elevating issues to the portfolio managers for action where necessary.

Supporting monitoring and trends within supported operating businesses e.g. ratio analysis, Business Plan milestones and key drivers. Support the Portfolio Managers with financial and technical requirements under property ownership models.

Credit Support and Evaluation

Assisting with new credit assessment of proposals submitted to the Investment Committee to include: concentration analysis; credit risk of material tenant covenant exposure; observation of key income and cash drivers; risks & mitigants; structuring through financial covenants and business risks of new strategies and markets; comparable and locational research.

Maintenance of a risk presentation suitable for supplementing investor roadshows on specific case history, management of credit events and resultant adaptations to procedures.

Assistance as required with work-out and enforcement strategies and execution.

General

General support with other ad-hoc portfolio or credit management tasks as they arise

Liaising with Fund professionals as required, including administrators and auditors

Dealing with general enquiries

Assistance with establishing, maintaining and updating written procedures

Foster positive and supportive relationships with the front office relationship managers, clients and service providers whilst contributing to good credit stewardship and maintaining high governance standards at all times, seeking assistance from line management as & when necessary

Presentation of key market trends and internal performance dynamics on a regular basis.

Weekly investment Committee Agenda, Coordinating Minutes and preparation of pre committee deal analysis

Key Requirements/ Qualifications:

Experience

UK market experience

2+ years\xe2\x80\x99 experience in either /and Real Estate, Banking, Asset Management .

Past Organisations

PE & Asset Managers with \xe2\x82\xac250m + AUM, Tier I Banks and / or Tier I Consulting firms.

Qualifications

BSc in Sciences, Mathematics, Finance, Accounting, Economics, Engineering, Business Admin and / or professional qualification such as FRICS, ACIB, ACCA.

Analytical and proactive with risk management

Strong commercial mind-set with ability to relate well to portfolio, relationship managers, advisors and from time to time clients

Sound understanding of financial approaches, tools and techniques

Advanced Excel financial modelling capability

Keeps up to date with real estate markets

European language capabilities an advantage

Our Global Benefits Framework is centered around these 3 key attributes:

Wellbeing - Supporting your mental, physical and financial wellbeing as well as your lifestyle needs.

Inclusivity \xe2\x80\x93 Fit for purpose and competitive, no matter who or where you are.

Longevity \xe2\x80\x93 Long Term and sustainable in design.

Why ICG?

ICG (Intermediate Capital Group) is a FTSE-listed, FCA-regulated alternative asset manager creating sustainable value by partnering with ambitious businesses. We have over 30 years\' history and today we manage $68.5bn of assets and invest across the capital structure. The firm employs over 575 people in 15 countries around the world and is well positioned for growth and benefits from the long-term trend of increased demand for alternative investments.

To make the most of your career at ICG, you will be inquisitive, self-motivated, engaged, collaborative and agile. ICG is a place where we are all dedicated to achieving common goals.

Our teams describe ICG as ambitious, collaborative, empowered, entrepreneurial, professional and acting with integrity. We translated these attributes into a core set of values and, together with our purpose, this represents who we are today and whom we aspire to be tomorrow.

For three decades we have been constantly striving for excellence in all aspects of our business. Whether that is through the people who join us, how we support and develop them throughout their career, and the culture we create and live in. It is also evident in the role we play in society through the investments we make, our charity work and what we stand for.

We relentlessly pursue our ambition to provide an inclusive and diverse environment where everyone has plenty of opportunities to contribute, succeed and be themselves.

ICG will provide equal employment opportunity to all employees and applicants for employment. No employee will be discriminated against in hiring or employment because of race, colour, sex, age, disability, religion, national origin, marital status, sexual orientation, gender identity and/or expression, ancestry, military status, genetic information, or any other basis protected by applicable federal, state or local law.

ICG will provide equal employment opportunity to all employees and applicants for employment. No employee will be discriminated against in hiring or employment because of race, colour, sex, age, disability, religion, national origin, marital status, sexual orientation, gender identity and/or expression, ancestry, military status, genetic information, or any other basis protected by applicable federal, state or local law.

Intermediate Capital Group