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Investment Portfolio Manager

1 week ago

Seal Beach, California, United States Insight Global Full time

Company Overview:

Leonid Capital Partners is a pioneer in providing venture debt and direct lending solutions to contractors supporting the Federal Government, under the Department of Defense Trusted Capital Provider designation.

Job Description:

The Private Credit Analyst will be based in the Huntington Beach office and report directly to a Senior Associate or Vice President in support of evaluating new investment opportunities, managing the active portfolio, and supporting various ad hoc projects. This position is integral to the Investment team, focusing on origination, investment analysis, due diligence, and presenting recommendations to the investment committee.

Responsibilities:

  • Conduct in-depth due diligence on investment opportunities, including financial modeling, scenario analysis, industry research, and legal document review.
  • Structure investments aligned with objectives, parameters, and legal covenants.
  • Develop materials for investment committee presentations, portfolio reviews, and updates for senior management and external stakeholders.
  • Continuously assess existing portfolio exposures, monitor key positions, and engage in regular discussions with managers and industry participants to stress-test investment theses.
  • Build and maintain relationships with potential investments and existing portfolio company management teams.

Required Skills and Qualifications:

  • At minimum, 1 year of professional experience within an investment bank or investment firm.
  • Strong academic background with a Bachelor's degree in Business, Finance, Accounting, or Economics.
  • Strong quantitative skills with proficiency in accounting, financial modeling, valuation, and due diligence.
  • Advanced proficiency with Microsoft Office (Excel, PowerPoint, Word).