Portfolio Management Analyst

Responsibilities:

Monitor the performance of assigned portfolio companies and assist deal teams on investments

Ensure accuracy and completeness of internal financial data

Identify and analyze portfolio risk trends

Complete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflows

Work closely with underwriting, capital markets, investor relations, and business development teams

Required Qualifications:

2-4 years' experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting

Experience in private credit, private equity, and/or direct lending strategies a plus

Skilled in Excel and PowerPoint.

iLevel experience preferred

Designation such as CFA or CPA a plus

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