PPA an Acuity Knowledge Partners Company

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms.

Our global network of over 6,200 analysts and industry experts, combined with proprietary technology, support more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. We are headquartered in London and operate from 16 locations worldwide.

Acuity was spun off from Moody's Corporation as an independent company in 2019 following its acquisition by private equity firm Equistone Partners Europe. In January 2023, funds advised by Permira acquired a majority stake, while Equistone remained a minority shareholder.

Within Acuities, PPA Gesellschaft für Bilanzanalyse und Benchmarks is the first delivery and sales office on the European mainland. As such, we can look back on a 25-year history in Germany and Switzerland and are focusing our sales activities on the DACH region and growing beyond. Our focus is on the digitalization of data from various company reports and their refinement so that data becomes relevant information for our customers. In a hybrid process, we rely on AI and automation, which are controlled and completed in the results by qualified employees.

Experience Level

1-5 years

Department

Lending Services

Job Purpose

We are looking for a passionate, energetic resources to join the core Lending Services team. You will be part of team working as an extension to our European clients ensuring we provide the support across lending value chain.

Key Responsibilities

• Good knowledge of credit or equity risk fundamentals, solving for what creates risk for an obligor
• Experience in writing reports crisply and analyzing Corporates or SMEs
• Experience in risk rating assessment of large and middle-market borrowers across geographies (desirable)
• Experience in analyzing free and paid research and preparation of event summaries
• Good knowledge of loan portfolio monitoring including spreading, covenant monitoring, interim and annual reviews
• Ability to perform standard and mid-complexity tasks with minimal support from supervisor
• Ability to inculcate the habit of self-learning and sharing best practices
• Should be good in Excel functions (mandatory), not VBA
• The candidate should possess understanding of various data sources like Bloomberg, Factiva, among others.
• Contributes toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
• Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment

Key Competencies

• Masters in finance, CFA or equivalent in EU region
• Good written and spoken communication skills. Ability to speak, read, write in English will be preferred
• Good working knowledge of MS Office skills – should be proficient in MS PowerPoint, MS Excel, and MS Word