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Portfolio Management Analyst

2 months ago


New York, United States Atlantic Group Full time

We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This individual’s main focus will be monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments. Additional responsibilities include ensuring the accuracy and completeness of financial data maintained on an internal platform, the ongoing identification and analysis of portfolio risk trends, completing quarterly portfolio account and valuation updates, liaising with credit rating agencies to establish and maintain credit ratings, and creating and facilitating investor reporting workflows. This position will have the opportunity to work closely with other areas of our business (Underwriting, Capital Markets, Business Development, Investor Relations, Operations) and service providers for specific tasks that arise such as fundraising, preparation of materials for Board of Directors meetings, etc.