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Lead credit analysis for leveraged loans and high-yield bonds: assess new opportunities, build financial models, monitor a 25–35 name coverage list, prepare investment papers for the Investment Committee, liaise with management teams, support fundraising and legal documentation review, and maintain portfolio monitoring models and proprietary database. Work closely with portfolio managers, traders and global teams to identify secondary market opportunities and present relative-value ideas.

Produce and improve monthly and quarterly fund performance reports for a global portfolio. Analyze performance data, refine analytical models, draft commentary, respond to ad hoc queries, coordinate stakeholder inputs, support approvals and publication, and drive process improvements and automation with data teams to enhance reporting quality and efficiency.

Support end-to-end booking and reconciliation of private credit (SDP) transactions in WSO. Validate deal documentation, process lifecycle events, perform reconciliations, resolve breaks with TPAs and loan agents, maintain controls and procedures, and drive continuous improvement of booking workflows and data quality.