Portfolio Management Analyst

2 days ago

New York, NY, United States Ohio National Financial Services Full time

The Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role is responsible for analyzing credit trends, assessing risk, and contributing to data-driven investment decisions.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Portfolio Management Analyst:

  • Manage the ongoing performance and monitoring of private credit investments, ensuring timely identification of trends and risks.
  • Track key performance indicators (KPIs) and promptly escalate underperforming assets to senior leadership.
  • Analyze financial statements, industry dynamics, and company performance to evaluate overall credit health.
  • Build and maintain financial models, including scenario and sensitivity analyses, to support investment decisions.
  • Prepare and present periodic reports and detailed portfolio reviews for senior stakeholders.
  • Monitor covenant compliance and assess the implications of any deviations.
  • Recommend risk ratings based on quantitative and qualitative analysis.
What's in it for you
  • Competitive pay: Fair compensation for your hard work.
  • Healthcare coverage: Comprehensive medical, dental, and vision from day one.
  • Life insurance: Company-paid coverage for you and your loved ones.
  • 401(k) plan: Matching contributions to help secure your financial future.
  • Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
  • Work-life balance: Flexible time-off policy to recharge and pursue passions.
  • Dress for your day: Express your style comfortably at work.
  • Inclusion and Culture: A respectful environment that values unique contributions.
  • Well-being focus: Programs to support a healthy balance between work and home life.
  • Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Qualifications
  • Bachelor's degree in finance, accounting, or a related field.
  • 0--2 years of experience in private credit or a related financial discipline, such as underwriting private credit, high-yield, or leveraged loan investments.
Preferred Skills
  • Strong financial modeling and quantitative analysis capabilities.
  • Clear and effective communication and presentation skills.
  • High attention to detail and intellectual curiosity, with the ability to deeply analyze and monitor investments.
  • Collaborative mindset with a strong work ethic and the ability to partner effectively across teams.
  • Proficiency in Microsoft Excel and related analytical tools.

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