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GD - 12042025 - FTPMRA - Portfolio Monitoring and Reporting Analyst

Key Facts

Remote From: 
Full time
English

Other Skills

  • Microsoft Excel
  • Analytical Thinking
  • Problem Solving
  • Communication

Roles & Responsibilities

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2-4 years of relevant experience in financial analysis, credit evaluation, or loan assessment
  • Strong knowledge of financial statements, cash flow analysis, and credit risk principles
  • Proficiency in Excel and familiarity with financial analysis tools or systems

Requirements:

  • Support legal claims and case reviews by analyzing relevant financial data and documentation
  • Review and interpret financial statements, bank records, and other financial documents to assess accuracy and credibility
  • Conduct credit analysis and loan application evaluations to determine risk levels and financial viability
  • Prepare detailed financial summaries, models, and reports to support internal reviews and external stakeholders

Job description

Position: Portfolio Monitoring and Reporting Analyst
Number of hours: 40 hours/week
Schedule: UK Timezone

Tasks required:

  • Support legal claims and case reviews by analyzing relevant financial data and documentation.

  • Review and interpret financial statements, bank records, and other financial documents to assess accuracy and credibility.

  • Conduct credit analysis and loan application evaluations to determine risk levels and financial viability.

  • Prepare detailed financial summaries, models, and reports to support internal reviews and external stakeholders.

  • Collaborate with legal and compliance teams to ensure all financial findings align with regulatory and procedural standards.

  • Identify financial trends, irregularities, and risks within claims or credit applications.

  • Maintain accurate records and ensure confidentiality of sensitive financial data



Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.

  • 24 years of relevant experience in financial analysis, credit evaluation, or loan assessment.

  • Strong knowledge of financial statements, cash flow analysis, and credit risk principles.

  • Experience supporting UK financial or legal processes (preferred).

  • Proficiency in Excel and familiarity with financial analysis tools or systems.

  • Excellent analytical, problem-solving, and communication skills.





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