Current jobs related to Portfolio Analyst - Chicago - Maranon Capital

  • Portfolio Analyst BMO

    3 weeks ago

    Chicago, United States Portfolio Verlag Full time

    Job Highlights Title Portfolio Analyst Type Full Time Experience 2-3 Years Function Commercial Sales/Service Location Chicago, IL, United States Company BMO (USA) Company Profile BMO is a leading North American bank and provides personal and commercial banking, global markets, and investment banking services. Job Profile The bank is searching for a...

  • Financial Analyst

    3 weeks ago

    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...

  • Portfolio Analyst

    10 hours ago

    Chicago, United States Neuberger Berman Group LLC Full time

    EMPLOYER: Neuberger Berman Group LLC TITLE: Portfolio Analyst LOCATION: Chicago, IL (Option to work remotely within a commutable distance from the worksite.) DUTIES: Work across global markets, cross-assets (equities, fixed income and private markets) and asset allocation processes. Build multi-asset model portfolios, optimizing asset allocations with...

  • Portfolio Analyst

    3 weeks ago

    Chicago, United States Neuberger Berman Full time

    LOCATION : Chicago, IL (Option to work remotely within a commutable distance from the worksite.) DUTIES : Work across global markets, cross-assets (equities, fixed income and private markets) and asset allocation processes. Build multi-asset model portfolios, optimizing asset allocations with mean-variance optimization and risk-based approach and...

  • Portfolio Management Analyst

    1 month ago

    Chicago, United States Parallel Partners Full time

    Portfolio Management Analyst, Chicago, IL We are seeking a motivated Portfolio Management Analyst team player with technical aptitude and market awareness to support the operation of an automated trading system in Chicago. The qualified Portfolio Management Analyst will be supporting U.S. trading hours. This is a 100% onsite position. Company Will Sponsor...

  • Investment Portfolio Analyst

    4 weeks ago

    Chicago, Illinois, United States Parallel Partners Full time

    Investment Portfolio Analyst We are looking for a dedicated Investment Portfolio Analyst who possesses a strong technical background and market insight to assist in the management of an automated trading platform.The ideal candidate will be engaged during U.S. trading hours.This role requires full-time onsite presence.Company is open to visa sponsorship.Key...

  • Portfolio Analyst

    2 months ago

    Chicago, United States Neuberger Berman Group LLC Full time

    The Securitized Products Analyst will be a member of the Securitized Products team, which manages over $18bn in assets, as an embedded analyst and will play a pivotal role in supporting Neuberger Berman's securitized products research and portfolio management. The candidate will be expected to work closely with members of the Securitized Products team to...

  • Senior Portfolio Risk Analyst

    2 weeks ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    {"title": "Senior Portfolio Risk Analyst", "content": "Make a Meaningful ImpactAs a Senior Portfolio Risk Analyst at Creative Financial Staffing, you will play a critical role in managing and optimizing our investment portfolio. You will work closely with a dedicated team to drive financial strategies that support our mission.Key Responsibilities:Assist in...

  • Investment Analyst

    3 weeks ago

    Chicago, Illinois, United States LHH Full time

    We are seeking a highly skilled and analytical Investment Analyst to join our dynamic team at LHH. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights.Key Responsibilities:Conduct thorough research and analysis of financial markets, industries,...

  • Portfolio Analyst

    9 hours ago

    Chicago, United States Waterton Full time

    About Waterton Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations.For 25 years Waterton remains passionate about...

  • Portfolio Strategist

    3 weeks ago

    Chicago, Illinois, United States Neuberger Berman Group LLC Full time

    Job DescriptionJob Title: Portfolio AnalystCompany: Neuberger Berman Group LLCJob Summary:We are seeking a highly skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will be responsible for building multi-asset model portfolios, optimizing asset allocations using mean-variance optimization and risk-based approaches, and providing...

  • Portfolio Strategist

    3 hours ago

    Chicago, Illinois, United States Neuberger Berman Group LLC Full time

    Job Title: Portfolio AnalystWe are seeking a highly skilled Portfolio Analyst to join our team at Neuberger Berman Group LLC. As a Portfolio Analyst, you will be responsible for working across global markets, cross-assets, and asset allocation processes to build multi-asset model portfolios.Key Responsibilities:Build multi-asset model portfolios, optimizing...

  • Portfolio Strategist

    2 weeks ago

    Chicago, Illinois, United States Neuberger Berman Group LLC Full time

    Job DescriptionJob Title: Portfolio AnalystCompany: Neuberger Berman Group LLCJob Summary:We are seeking a highly skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will be responsible for building multi-asset model portfolios, optimizing asset allocations using mean-variance optimization and risk-based approaches, and providing...

  • Senior Portfolio Risk Analyst

    4 weeks ago

    Chicago, Illinois, United States CFA Institute Full time

    Position Overview:The Investments division is tasked with overseeing the Foundation's substantial investment portfolio, valued at $8.5 billion. This capital is strategically managed within a globally diversified, multi-asset class framework aimed at achieving a 5% real return annually. This portfolio serves as the financial backbone for the Foundation's...

  • Portfolio Management Specialist

    2 weeks ago

    Chicago, Illinois, United States Chicago Community Loan Fund Full time

    Portfolio Management Analyst RoleThe Portfolio Management Analyst provides critical support to CCLF's Portfolio Management, Lending, and Marketing teams. This role involves a wide range of duties and responsibilities, including direct and indirect contact with CCLF's borrowers and investors.Key Responsibilities:Support the work of Asset Managers and the...

  • Credit Card Portfolio Analyst

    6 days ago

    Chicago, Illinois, United States Huntington National Bank Full time

    Job Title: Credit Card SpecialistJoin Huntington National Bank as a Credit Card Specialist and contribute to the success of our Card Product Portfolios. As a key member of our team, you will be responsible for providing quantitative analytic support through marketing campaign development and analysis, credit risk monitoring, and overall portfolio performance...

  • Portfolio Risk Analyst

    3 weeks ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    About the Role:We are seeking a highly skilled Senior Portfolio Risk Analyst to join our team at Creative Financial Staffing. As a key member of our investment team, you will be responsible for managing and optimizing our investment portfolio, identifying opportunities for cost savings, and collaborating with our team to drive financial strategies that...

  • Credit Analyst

    3 weeks ago

    Chicago, Illinois, United States Brilliant Staffing Full time

    Job DescriptionBrilliant Financial Staffing is seeking a skilled Credit Analyst to join their team on a contract basis. The ideal candidate will have experience with owning accounts, collections, and strong communication skills.Key Responsibilities:Manage and maintain a portfolio of accounts, ensuring timely collections and resolution of outstanding...

  • Portfolio Management Specialist

    10 hours ago

    Chicago, Illinois, United States Chicago Community Loan Fund Full time

    Portfolio Management Analyst RoleThe Portfolio Management Analyst plays a critical role in supporting the work of CCLF's Portfolio Management, Lending, and Marketing teams. This position involves a wide range of duties and responsibilities, including direct and indirect contact with and service to CCLF's borrowers and investors.Key responsibilities...

  • Senior Marketing Analyst

    3 hours ago

    Chicago, Illinois, United States Baxter Full time

    About the RoleBaxter is seeking a Senior Marketing Analyst to join our Medical Products and Therapy team. As a key member of our team, you will play a critical role in enhancing the return on investment of our global marketing portfolio.Key ResponsibilitiesAnalyze marketing portfolio performance data to identify opportunities for improvementDevelop and...

Portfolio Analyst

4 months ago

Chicago, United States Maranon Capital Full time

Maranon Capital, L.P. (“Maranon”) is an alternative investment management firm focused on private credit and equity co-investment strategies for middle market companies (target companies typically have $3 million to $50 million of EBITDA). Maranon employs a multi- product strategy approach that spans the balance sheet including first and second lien senior debt, unitranche debt, mezzanine debt and equity capital. Maranon’s ability to invest across the entire capital structure results in highly competitive financing products that facilitate a sustainable competitive advantage.


Maranon Highlights

  • Maranon has invested over $11 billion across more than 400 transactions within a diverse range of industries and private equity sponsors
  • The Maranon team has grown to more than 50 employees, including 36 investment professionals


MARANON’S DIFFERENTIATED CAREER OPPORTUNITY

Maranon Capital offers a unique career opportunity for a Portfolio Analyst:

  • Unique perspective of investing senior, unitranche and mezzanine debt and equity across the capital structure
  • Opportunity to develop fundamental credit skills and make a meaningful contribution at a growing middle market investment firm alongside seasoned investment professionals
  • Exposure to a diverse set of management teams, companies, industries and transaction types
  • Disciplined investment strategy and intensive underwriting philosophy
  • Entrepreneurial and growth-oriented culture supported by robust institutional processes


POSITION

Title: Portfolio Analyst

Location: Chicago, Illinois

Reports to: Managing Directors


QUALIFICATIONS

The Portfolio Analyst will possess exceptional critical thinking and interpersonal skills.


Specifically, the most competitive candidate profiles feature:

  • Bachelor’s degree with one to three years of relevant industry experience (public accounting, commercial banking, valuation services, transaction advisory services or the equivalent)
  • Outstanding organizational and analytical skills with strong attention to detail and the ability to multi-task and prioritize in a deadline-driven environment
  • Entrepreneurial drive with the desire to be a member of a growing business and contribute to its success
  • Highest professional and ethical standards with excellent interpersonal and communication skills (oral and written)
  • Demonstrated self-starter with business curiosity and sound judgment
  • Ability and willingness to work in the office
  • Must be effective working in a cross-functional and peer-based team while taking on differing roles and responsibilities
  • Demonstrated knowledge of credit terms and structures, legal documentation, financial statement analysis and projection modeling
  • Proficiency working with Microsoft Office applications (Excel, Outlook, Word, PowerPoint) is required. Prior experience in datarooms (Intralinks, Debtdomain, Syndtrak, etc.), portfolio monitoring software (iLevel, Sentry) as well as other information databases (Pitchbook, Capital IQ) is beneficial


RESPONSIBILITIES

We are seeking a professional to oversee and manage a portfolio consisting of both directly originated and syndicated investments. Specific responsibilities of this individual will include:


Portfolio Analyst

  • Complete ongoing portfolio company monitoring responsibilities including in-depth analysis of financial performance and covenant compliance reporting
  • Lead the diligence, analysis, preparation and presentation of all post-close amendments, restructurings and add-on investments for existing Maranon portfolio companies to investment committee
  • Prepare materials for, and present in, Maranon’s monthly portfolio review and quarterly valuation meetings. Specific responsibilities include developing a data-supported view on borrower performance and outlook as well as utilizing Maranon’s valuation tools to derive quarterly fair market values
  • Join the Maranon investment deal team to coordinate pre-close and funding processes with legal counsel, borrowers and private equity sponsors
  • Serve as the primary contact for co-lenders, management teams, and private equity sponsors financial reporting, covenant monitoring and post-close credit activity
  • Work closely with Maranon’s investment, operations and investor relations teams to prepare recurring reports and ad hoc analysis detailing portfolio and fund performance


TIMING

Maranon is seeking to fill the position(s) for a Q3 2024 start date.


COMPENSATION

Attractive salary, incentives and benefits that are competitive with prevailing market terms for similar positions and experience levels.


AT-WILL EMPLOYMENT

Unless otherwise expressly stated to the contrary in a written employment agreement signed by an employee and Maranon, all employment with Maranon is at-will, meaning that it may be terminated by the employee or by Maranon at any time, without cause or advanced notice.



EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

Maranon is an equal employment opportunity employer and prohibits discrimination and harassment against applicants and employees on the basis of actual (and perceived, to the extent applicable) race, gender, pregnancy, age, national origin, religion, disability, sexual orientation, gender identity and expression and veteran status, and any other characteristic protected by applicable law. Applicants and employees who require an accommodation due to a disability, pregnancy, childbirth or a medical or common condition related to pregnancy or childbirth should contact Maranon Human Resources at humanresources@maranoncapital.com.