Portfolio Management Specialist
6 days ago
Atlantic Group is seeking a Portfolio Management Specialist to join our team. The successful candidate will be responsible for monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments.
Key Responsibilities:
- 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.
Requirements:
- 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.
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