Senior Portfolio Analytics Analyst

Posted:
10/29/2024, 2:51:09 PM

Location(s):
Greater Poland Voivodeship, Poland ⋅ Poznan, Greater Poland Voivodeship, Poland

Experience Level(s):
Senior

Field(s):
Data & Analytics

Benefit Street Partners (BSP) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Benefit Street Partners operates independently as a Specialist Investment Manager and is a leading credit-focused alternative asset management firm. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. These complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSP’s robust institutional platform.

Visit www.benefitstreetpartners.com to learn more about our company and investment strategies. 

Alcentra is a leading global asset management firm specializing in the sub-investment grade debt markets. Alcentra is an expert in credit management, private credit, and structured credit strategies.

What is Portfolio Analytics Team responsible for?

We are seeking to hire an intelligent and highly motivated individual to join the Portfolio Analytics Team. The Portfolio Analytics Team provides mission critical support to Business Development, Investor Relations, and the Investment Team.  This role will focus primarily on data analytics and performance reporting for all investments under management, supporting both BSP and Alcentra businesses.  The ideal candidate will have a mixture of numerate and technology experience, with strong analytical and communication skills. This individual will collaborate with colleagues across the front, middle and back office.

What are the ongoing responsibilities of Senior Portfolio Analytics Analyst?

  • Assist in the creation of essential internal/external monthly and quarterly automated performance reporting

  • Partner with Business Development, Investor Relations, Valuation, Operations and Finance teams to ensure the breadth, depth and accuracy of data and reporting

  • Support Business Development and Investor Relations through the preparation of analytical statistics required for presentations and investor requests

  • Maintain the integrity of internal processes and databases used to track key performance and investment metrics

  • Ongoing maintenance and use of Power BI and Tableau dashboards that provide golden source information or data validation

  • Help capture, maintain, and clean financial data and statistics of Alcentra funds’ underlying credits and BSP’s borrowers

  • Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement

What ideal qualifications, skills & experience would help someone to be successful?

  • 3+ years of experience within financial services

  • Highly numerate and strong analytical skills

  • Strong Microsoft Excel skills required

  • Detail oriented, diligent, thorough, and curious

  • Experience in any of the following a plus:

    • Expertise in data analytical tools such as Alteryx

    • Data visualization including Tableau and Power BI

    • Use of SQL

    • Financial services knowledge

  • Bachelor’s degree in finance, Accounting, Economics, or comparable

  • Motivated, self-starter with strong analytical skills, and an ability to grasp new concepts quickly

  • Strong appreciation for technology/business systems and their application in the workplace

  • Familiarity and experience with financial statements and financial metrics is a plus

  • Ability to thrive in a fast paced, ever changing, and results driven environment

  • Team player with the ability to build strong relationships at all levels within the Firm

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.