Alcentra 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.

Alcentra operates independently as a Specialist Investment Manager and is headquartered in London, with offices in New York, Boston, Tokyo and Hong Kong. We are a leading, global asset management firm specializing in the sub-investment grade debt markets, experts in credit management, private credit, and structured credit strategies.  Our investors include pension funds, insurance companies, government agencies, banks, wealth managers and high net worth individuals.

Visit www.alcentra.com to learn more who we are. 

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.

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 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 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

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 accommodations@franklintempleton.com. 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.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Please see the procedure below – both in Polish and English.