Portfolio Management Specialist

6 days ago


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

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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