Portfolio Management Analyst
4 weeks ago
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
35988
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