Associate - Portfolio Monitoring
Apollo Global Management, Inc. · Mumbai Metropolitan Region
- On site
- Full-time
- $90,000 / year
- Mumbai Metropolitan Region
Job highlights
- Monitor investment grade fixed income portfolios.
- Conduct financial statement and credit analysis.
- Formulate internal credit ratings and outlooks.
- Communicate credit issues and industry developments.
- Assist with ESG, pricing, and reporting.
About the role
Associate - Portfolio Monitoring
ABOUT APOLLO
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2025, Apollo had approximately $785 billion of assets under management. . To learn more, please visit www.apollo.com.
OUR PURPOSE AND CORE VALUES
Our Clients Rely On Our Investment Acumen To Help Secure Their Future. We Must Never Lose Our Focus And Determination To Be The Best Investors And Most Trusted Partners On Their Behalf. We Strive To Be:
- The leading provider of retirement income solutions to institutions, companies, and individuals.
- The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
- A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
- Outperform expectations
- Challenge Convention
- Champion Opportunity
- Lead responsibly
- Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
Our Benefits
Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family.
Position Overview
The candidate will be responsible for conducting fundamental financial statement analysis and credit research that will enhance credit leads’ ability to monitor and effectively manage risk within various portfolios of private investment grade fixed income investments. This individual will formulate and maintain forward-looking internal ratings and outlook recommendations, subject to approval from credit leads. This will include proactive and comprehensive communication (both written and verbal) with credit leads on relevant credit issues, covenant compliance and industry developments. The candidate may also assist with other portfolio management activities such as ESG scorecard reviews, portfolio pricing and management reporting activities.
Primary Responsibilities
- Track investment grade portfolio credits across multiple sectors, utilizing quantitative and qualitative credit monitoring skills.
- Update financial models and credit reviews.
- Review public earnings updates, MD&A, news flow, and share credit views and recommendations.
- Track credit rating & outlook changes
- Track covenant compliance
- Update annual ESG scorecards.
- Internally communicate issues and improvements on portfolio
- Raise red flags of any credit concerns to credit leads / portfolio managers.
- Determine credit watchlist status.
- Provide credit commentary for external reports.
- Produce sector reviews and broader portfolio reviews.
Qualifications & Experience
- Bachelor’s Degree and above
- 2+ years relevant experience in Credit monitoring and Financial Statement Analysis
- Familiarity with CapIQ, Bloomberg, Moody’s Rating Methodology a plus
- Ability to take initiative and be accountable for designated tasks.
- Strong written and verbal communication skills including ability to synthesize and summarize credit views.
- Ability to work in a fast-paced environment.
- Proficient in Microsoft Excel and PowerPoint
Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.
Key skills/competency
- Credit Analysis
- Financial Statement Analysis
- Portfolio Monitoring
- Risk Management
- Investment Grade Bonds
- Financial Modeling
- Credit Research
- Covenant Compliance
- ESG
- Microsoft Excel
Skills & topics
- Portfolio Monitoring
- Credit Analysis
- Financial Statement Analysis
- Investment Grade
- Fixed Income
- Risk Management
- Financial Modeling
- Credit Research
- Covenant Compliance
- Apollo Global Management
- Associate
How to get hired
- Tailor your resume: Highlight your 2+ years in credit monitoring and financial statement analysis, emphasizing CapIQ, Bloomberg, or Moody's experience if applicable.
- Craft a strong cover letter: Showcase your initiative, accountability, and ability to synthesize credit views in a fast-paced environment.
- Prepare for interviews: Be ready to discuss your experience with financial modeling, covenant compliance, and raising credit concerns.
- Demonstrate technical skills: Highlight proficiency in Microsoft Excel and PowerPoint, and be prepared for case studies or financial analysis exercises.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of an Associate - Portfolio Monitoring at Apollo Global Management?
- The Associate - Portfolio Monitoring at Apollo Global Management is primarily responsible for conducting fundamental financial statement analysis and credit research to monitor and manage risk within portfolios of private investment grade fixed income investments. This includes formulating internal credit ratings, tracking covenant compliance, and communicating credit issues and industry developments to credit leads.
- What qualifications are essential for the Associate - Portfolio Monitoring role at Apollo Global Management?
- Essential qualifications include a Bachelor's Degree, 2+ years of relevant experience in credit monitoring and financial statement analysis, strong written and verbal communication skills, and proficiency in Microsoft Excel and PowerPoint. Familiarity with CapIQ, Bloomberg, or Moody's Rating Methodology is a plus.
- How does Apollo Global Management approach portfolio monitoring and risk management?
- Apollo Global Management approaches portfolio monitoring by tracking investment grade credits across multiple sectors using quantitative and qualitative skills. They update financial models, review market news, track rating changes and covenant compliance, and raise red flags for any credit concerns to ensure effective risk management.
- What is the role of ESG in the Associate - Portfolio Monitoring position at Apollo Global Management?
- The Associate - Portfolio Monitoring may assist with ESG scorecard reviews as part of their responsibilities. This indicates that environmental, social, and governance factors are considered in the firm's investment and monitoring processes.
- What kind of communication skills are needed for this Associate - Portfolio Monitoring job at Apollo?
- Strong written and verbal communication skills are crucial. The role requires the ability to synthesize and summarize credit views clearly and effectively, and to communicate proactively with credit leads on relevant credit issues and industry developments.
- Does Apollo Global Management value initiative and accountability in their hiring for the Associate - Portfolio Monitoring role?
- Yes, Apollo Global Management specifically looks for candidates with the ability to take initiative and be accountable for designated tasks. This is highlighted as a key qualification for the Associate - Portfolio Monitoring position.
- What are the typical tools or platforms used by an Associate - Portfolio Monitoring at Apollo?
- Familiarity with CapIQ, Bloomberg, and Moody’s Rating Methodology is considered a plus. Proficiency in Microsoft Excel and PowerPoint is also a requirement for this role.
- How does Apollo Global Management support its employees in the Associate - Portfolio Monitoring role?
- Apollo Global Management offers comprehensive benefit programs designed to provide meaningful coverage for employees and their families, recognizing the importance of their people in maintaining their leadership position in alternative investment management.