Financial Planning and Analysis

• Support daily trading and portfolio activity.
• Assist with trading process, track dealer runs, prepare trade summaries, setup new securities in our trading systems, and ensure trades flow cleanly through compliance and operations.
• Monitor settlements, pricing, and market color throughout the day.
• Contribute to investment analysis and underwriting.
• Help gather data, build or refresh models, run scenario analyses, and participate in early-stage evaluation of new deals.
• Summarize key points for senior analysts and portfolio managers to support buy/sell decisions.
• Maintain portfolio and risk monitoring tools.
• Update surveillance data, create dashboards, collateral reports, and exposure summaries.
• Identify trends or performance changes and escalate anything that looks unusual or requires follow-up.
• Perform research and market work.
• Monitor market news, dealer commentary, and asset-class developments.
• Pull comparable deals, secondary levels, and maintain reference materials used by the team for relative-value work.
• Support reporting and internal communication.
• Prepare materials for investment committee, working groups, weekly team meetings, and ad hoc leadership requests.
• Ensure data accuracy and maintain a clean, consistent reporting framework.
• Build relationships with internal and external partners.
• Work closely with traders, PMs, risk, compliance, operations, and IT.
• Interact with dealers, managers, and analysts to gather information and support execution.

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