Portfolio Analyst, Private Capital
On-siteNo visa sponsorship
Core
Support Lumonic's private credit management platform by helping customers with portfolio monitoring, tracking KPIs, managing compliance, and analyzing financial statements.
Role type
Analyst, Private Capital
Builds
Lumonic's proprietary platform for private credit lenders
Domain
Private Credit / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial statement analysis, Compliance management, KPI tracking, Data organization, Cross-functional collaboration
Preferred skills
Customer service, Problem solving, Process orientation, Attention to detail, Independent work
Responsibilities
Collect and organize financial statements, Collaborate with customers to gather feedback, Provide insights on product features, Test product improvements, Collaborate with Sales and Customer Success teams
Seniority
Junior, Analyst