Portfolio Management Specialist

4 weeks ago


New York, New York, United States Atlantic Group Full time
Portfolio Management Analyst

Atlantic Group is seeking a skilled Portfolio Management Analyst to join our team. As a key member of our Private Credit Asset Management team, you 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 for portfolio companies.
  • Identify and analyze portfolio risk trends to inform investment decisions.
  • Complete quarterly portfolio account and valuation updates to provide stakeholders with timely and accurate information.
  • Liaise with credit rating agencies to establish and maintain credit ratings for portfolio companies.
  • Collaborate with other areas of our business to facilitate investor reporting workflows and ensure seamless communication.
Requirements:
  • Background in Finance or Accounting with strong financial statement analysis skills.
  • 2-4 years experience with valuation methods, credit rating processes, and data aggregation and reporting.
  • Experience in private credit or private equity and direct lending strategy a plus.
  • Proficiency in iLevel a plus.
  • Finance or accounting designation such as CFA or CPA a plus.


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