Portfolio Management Analyst
Core
Monitoring performance of 15-20 portfolio companies and assisting deal-teams on assigned investments within a private credit asset manager.
Role type
Portfolio Management Analyst
Builds
Private credit portfolios for sophisticated clients
Domain
Private Credit / Alternative Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
financial statement analysis, valuation modeling (DCF, debt pricing), credit rating processes, data aggregation, reporting, Excel, Power BI
Preferred skills
private credit/private equity/direct lending strategy, iLevel, SQL, Python, CFA, CPA
Responsibilities
monitor portfolio company performance, assist deal-teams, ensure accuracy of financial data on internal platform, identify and analyze portfolio risk trends, complete quarterly portfolio account and valuation updates, liaise with credit rating agencies, facilitate investor reporting workflows, prepare materials for Board of Directors meetings
Seniority
Individual Contributor, Analyst level