Coordinate the collection of credit quality assessment responses from deal team representatives.
Track response status, follow up on outstanding inputs, and ensure timely completion.
Manage qualitative questionnaire inputs for portfolio assessment and credit risk evaluation.
Maintain accurate records and coordinate with relevant stakeholders to resolve missing or incomplete information.
4. Credit Risk Reporting
Prepare and deliver bottom-up Quarterly Portfolio Review (QPR) reporting.
Consolidate and validate portfolio-level data to support credit risk analysis and reporting.
Track reporting activities, deliverables, and dependencies using project management tools.
Ensure reporting timelines, data completeness, and quality standards are consistently met.
5. Project Initiatives & User Acceptance Testing
Lead and coordinate credit quality assessment and risk model data-loader initiatives.
Work with technology teams on requirements gathering, implementation, testing, and issue resolution.
Plan and execute User Acceptance Testing (UAT), document test scenarios, validate results, and track defects through closure.
Support automation and process improvement initiatives related to data ingestion and credit risk reporting.
Monitor project milestones, dependencies, and implementation progress.
6. Stakeholder Coordination
Collaborate with deal execution, investment data, portfolio management, and technology teams to obtain inputs, validate information, and resolve operational issues.
Coordinate with internal stakeholders to ensure smooth execution of data-loading and reporting processes.
Communicate project status, dependencies, risks, and delivery timelines to relevant stakeholders.
7. Planning, Documentation & Delivery Management
Monitor quarterly deliverables, including provider data staging for more than 100 Asset Review and Private Fund entities.
Identify risks to delivery timelines and proactively escalate resource constraints, data dependencies, and technical issues.
Maintain process documentation, project trackers, status updates, and handover materials.
Ensure continuity of operations through effective knowledge transfer and documentation of standard operating procedures.
Required Skills & Qualifications
Bachelor's degree in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field.
Experience in credit data operations, investment data management, portfolio reporting, or financial data processing.
Understanding of private credit, alternative investments, and credit risk data workflows.
Experience with data exports, staging processes, database loading, and data validation.
Familiarity with credit risk assessment platforms, financial data systems, and risk modelling tools.
Experience in quarterly portfolio reporting, qualitative questionnaires, and stakeholder follow-ups.
Working knowledge of UAT, defect tracking, and coordination with technology teams.
Proficiency in Microsoft Excel and project tracking tools such as Asana or equivalent applications.
Strong analytical, organizational, communication, and problem-solving skills.