Analyst/Associate, Portfolio Management, Direct Lending
Core
Monitor and manage corporate debt and equity investments, providing direct support to deal teams and handling portfolio valuations and reporting.
Role type
Associate portfolio manager (direct lending)
Builds
Corporate debt and equity investment portfolios
Domain
Private credit / Direct lending
Required skills
Corporate debt and equity investment monitoring, Valuation methods, Financial modeling (Excel), Stakeholder communication, Board meeting attendance, KPI tracking, Market trend analysis, Report and presentation development
Preferred skills
Advanced Excel (macros, pivot tables), PowerPoint skills
Technologies
Proprietary software tools
Responsibilities
Monitor and manage 15-20 assigned corporate debt and equity investments; Provide direct support to deal teams including re-underwrites and diligence; Perform quarterly valuations and reporting; Communicate with portfolio company management and sponsors; Analyze portfolio trends and market activities; Develop periodic and ad hoc reports for internal and external audiences