Portfolio Management Analyst

3 weeks ago


New York, United States Atlantic Group Full time

Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.

Responsibilities:

  • Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.
  • Ensure the accuracy and completeness of financial data.
  • Identify and analyze portfolio risk trends.
  • Complete quarterly portfolio account and valuation updates.
  • Liaise with credit rating agencies to establish and maintain credit ratings.
  • Create and facilitate investor reporting workflows.
  • 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.

Qualifications:

  • Background in Finance or Accounting with strong financial statement analysis skills.
  • 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 or private equity and direct lending strategy a plus.
  • Experience using iLevel a plus.
  • Finance or accounting designation such as CFA or CPA a plus.

  • Portfolio Analyst

    4 weeks ago


    New York, New York, United States Innova Solutions Full time

    Job Title: Portfolio AnalystAbout the Role:Innova Solutions is seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage budgets and ensure efficient financial...


  • New York, United States Atlantic Group Full time

    Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.Responsibilities:Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete quarterly portfolio account...


  • New York, United States Atlantic Group Full time

    Position Overview:We are seeking a motivated and analytical Portfolio Management Analyst to join a private equity firm’s portfolio management team. This role will involve supporting the ongoing monitoring, analysis, and management of portfolio companies, working closely with senior members of the firm to maximize value creation and ensure alignment with...


  • New York, New York, United States Innova Solutions Full time

    Job Title: Portfolio Data AnalystAbout the Role:Innova Solutions is seeking a skilled Portfolio Data Analyst to join our team. As a Portfolio Data Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.Key Responsibilities:Manage and analyze financial data to...


  • new york city, United States Atlantic Group Full time

    Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.Responsibilities:Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete quarterly portfolio account...

  • ISG Portfolio Analyst

    4 weeks ago


    New York, New York, United States Bank of America Full time

    Job Title: ISG Portfolio AnalystJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As an ISG Portfolio Analyst, you will play a critical role in delivering portfolio analyses to Portfolio Strategists and Advisors, and assisting in identifying actionable ideas to align with GWIM...


  • new york city, United States Atlantic Group Full time

    Position Overview:We are seeking a motivated and analytical Portfolio Management Analyst to join a private equity firm’s portfolio management team. This role will involve supporting the ongoing monitoring, analysis, and management of portfolio companies, working closely with senior members of the firm to maximize value creation and ensure alignment with...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Portfolio Management Group (PMG) at Citigroup Inc. is seeking a highly skilled Senior Portfolio Management Analyst to join their team. As a key member of the PMG, you will play a critical role in applying portfolio management techniques to Citigroup's $1.7 trillion Wholesale portfolio, which represents significant credit risk for the company...


  • New York, New York, United States Quanta Search Full time

    We are seeking a highly skilled Quantitative Portfolio Analyst to join our team at Quanta Search. The ideal candidate will have a strong background in quantitative research and risk management, with a focus on equity markets.The successful candidate will be responsible for investigating portfolios and strategies to develop a deep understanding of long/short...


  • New York, New York, United States GUTTMACHER INSTITUTE Full time

    Job Title: Research Portfolio AnalystThe Guttmacher Institute is seeking a highly skilled Research Portfolio Analyst to join our team. As a key member of our Research Division, you will be responsible for monitoring the progress of research activities for a portfolio of projects, programs, and initiatives.Key Responsibilities:Monitor and facilitate the...


  • New York, New York, United States Cobham Advanced Electronic Solutions Full time

    Key Responsibilities:As a Financial Portfolio Analyst at Cobham Advanced Electronic Solutions, you will be responsible for utilizing contract accounting and cost management procedures to monitor and report all financial aspects of an assigned portfolio of programs.Key Skills and Qualifications:Cultivating and maintaining cross-functional partnerships with...


  • New York, New York, United States Garrison Associates, LLC Full time

    Job Title: Senior Quantitative Portfolio AnalystGarrison Associates, LLC is seeking a highly skilled Senior Quantitative Portfolio Analyst to join our Portfolio Analytics Group. As a key member of our team, you will be responsible for developing and maintaining our analytics platform, which is central to our alpha engine.Key Responsibilities:Own and enhance...


  • New York, NY, United States Atlantic Group Full time

    Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.Responsibilities:Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.Ensure the accuracy and completeness of financial data.Identify and analyze portfolio risk trends.Complete quarterly portfolio account...


  • New York, New York, United States Jordan Park Group Full time

    About the RoleJordan Park Group is seeking a skilled Senior Portfolio Analyst to support the Portfolio Management Team in the operations, oversight, and management of the underlying portfolio investments of clients. This role will involve daily implementation, rebalancing, and execution of client portfolio investments across Separately Managed Accounts...


  • New York, New York, United States Apollo Inc Full time

    Position OverviewApollo Inc is a global alternative asset manager seeking a skilled Portfolio Analyst to join its Global Corporate Credit team. This team manages a portfolio of ~45 billion in AUM invested globally in leveraged loans, high yield bonds, and private credit. The successful candidate will provide direct support to senior portfolio managers across...


  • New York, United States Garrison Associates, LLC Full time

     A Leading Multi-Billion Dollar Investment Advisory Firm in Manhattan is looking for a Full-Time, permanent, employee for a Senior Quantitative Portfolio Analyst in their Portfolio Analytics Group:   Position The Portfolio Analytics Group seeks a Senior Portfolio Analyst to own investment and risk management-related firm-level analytics. The PAG team is...


  • New York, United States Garrison Associates, LLC Full time

     A Leading Multi-Billion Dollar Investment Advisory Firm in Manhattan is looking for a Full-Time, permanent, employee for a Senior Quantitative Portfolio Analyst in their Portfolio Analytics Group:   Position The Portfolio Analytics Group seeks a Senior Portfolio Analyst to own investment and risk management-related firm-level analytics. The PAG team is...

  • Portfolio Manager

    3 weeks ago


    New York, United States Pharo Management LLC Full time

    Portfolio Manager - New YorkWho we are: Pharo Management is a leading global macro hedge fund manager with a focus on emerging markets. Founded in 2000, the firm has offices in London, New York and Hong Kong and currently manages approximately $7 billion in assets across four funds. Pharo trades foreign exchange, sovereign and corporate credit, local market...


  • New York, New York, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Analyst to join our Quantitative Investment Strategies (QIS) group at Goldman Sachs Asset Management (GSAM).Key ResponsibilitiesAs an Analyst, you will be responsible for optimizing and rebalancing equity portfolios, overseeing day-to-day systematic trade generation and execution, and implementing and testing new...

  • Credit Analyst

    3 weeks ago


    New York, United States Hammer Search Partners LLC Full time

    Job Description Job Summary & Responsibilities Leveraged Loans - Credit Analyst - Portfolio Manager A growing multi-billion dollar leveraged finance shop seeks an experienced professional to join the Portfolio Management team. Responsibilities include credit analysis, reporting, monitoring and facilitating restructuring and amendments on both performing...