Portfolio Management Analyst

3 weeks ago


New York, United States Atlantic Group Full time

Our client, a rapidly growing Private Credit Asset Manager is seeking to hire a Portfolio Management Analyst.


Responsibilities:

  • Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.
  • 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 such as fundraising, preparation of materials for Board of Directors meetings, etc.


Qualifications:

  • 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.

  • Portfolio Analyst

    7 days ago


    New York, United States Attribution Search Full time

    A rapidly expanding New York head quartered Investment Manager are seeking an experienced Portfolio Analyst to join their Public credit team. The team are responsible for the accurate delivery of risk metric and performance reporting to the internal Portfolio managers and external investors. Daily duties will include but are not limited to:Updating existing...

  • Portfolio Analyst

    2 days ago


    New York, United States Attribution Search Full time

    A rapidly expanding New York head quartered Investment Manager are seeking an experienced Portfolio Analyst to join their Public credit team. The team are responsible for the accurate delivery of risk metric and performance reporting to the internal Portfolio managers and external investors. Daily duties will include but are not limited to:Updating existing...


  • New York, United States ING Full time

    Core Information:Corporate Title: AnalystDepartment: Portfolio ManagementStatus: Full-timeAbout ING:Ranked #8 on LinkedIn Top Companies in Financial ServicesCrain’s 100 Best Places to WorkRagan’s Top Places to Work in 2023ING’s purpose is ‘Empowering people to stay a step ahead in life and in business’. Every ING colleague contributes to that...

  • Portfolio Management

    14 hours ago


    New York, United States ING Full time

    Core Information:Corporate Title: AnalystDepartment: Portfolio ManagementStatus: Full-timeAbout ING:Ranked #8 on LinkedIn Top Companies in Financial ServicesCrain’s 100 Best Places to WorkRagan’s Top Places to Work in 2023ING’s purpose is ‘Empowering people to stay a step ahead in life and in business’. Every ING colleague contributes to that...

  • Portfolio Analyst

    6 days ago


    New York, United States NYC Careers Full time

    **Portfolio Analyst**: - Apply**Portfolio Analyst**: - Agency: HOUSING PRESERVATION & DVLPMNT - Posted on: 05/31/2024- Job type: Full-time Location NYC-ALL BOROS - Title Classification: No exam required Department Housing Supervision - Salary range: $59,116.00 - $67,983.00- About the Agency: - The New York City Department of Housing Preservation (HPD)...


  • New York, United States I.N.G. Group, LLC Full time

    Core Information: Corporate Title: Analyst Department: Portfolio Management Status: Full-time About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain's 100 Best Places to Work Ragan's Top Places to Work in 2023 ING's purpose is 'Empowering people to stay a step ahead in life and in business'. Every ING colleague contributes to that vision....


  • New York, United States Barclays Full time

    Portfolio Management Sector Analyst New York As a Barclays Portfolio Manager Sector Analyst, you will join the Portfolio Management Team within the Corporate and Investment Bank Lending business. This team manages the bank’s corporate loan exposures across all asset classes, and this critical team acts as a gatekeeper and voting member within the firm’s...


  • New York, United States Stratford Solutions Inc. Full time

    Job Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour ChallengeAs we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview:We are looking for an experienced...


  • New York, United States Brooksource Full time

    Technical Portfolio Analyst Long-Term Contract New York, New York (hybrid) We are seeking an individual to work with a Fortune 50 Media & Entertainment leader specializing in the Streaming space located in New York, New York. As the Technical Portfolio Analyst, you will be responsible for supporting the portfolio management and roadmap delivery for...

  • Portfolio Analyst

    3 days ago


    New York, United States Spearhead Staffing Full time

    Job DescriptionJob DescriptionWe are currently looking for a Reporting/Portfolio Analyst for Direct Hire position with one of our International Banking Clients in Mid-Town Manhattan. The role will sit within the Corporate Banking & Commercial Real Estate Group and will complete portfolio valuation, analyze company results for both internal and external...

  • Portfolio Analyst

    2 days ago


    New York, United States Spearhead Staffing Full time

    Job DescriptionJob DescriptionWe are currently looking for a Reporting/Portfolio Analyst for Direct Hire position with one of our International Banking Clients in Mid-Town Manhattan. The role will sit within the Corporate Banking & Commercial Real Estate Group and will complete portfolio valuation, analyze company results for both internal and external...

  • Portfolio Analyst

    2 weeks ago


    New York, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Portfolio Analyst

    2 days ago


    New York, United States City of New York Full time

    Job Description About the Agency: The New York City Department of Housing Preservation (HPD) promotes quality and affordability in the city's housing, and diversity and strength in the citys neighborhoods because every New Yorker deserves a safe, affordable place to live in a neighborhood they love. - We maintain building and resident safety and health - We...


  • New York, United States Barclays Full time

    Portfolio Management Sector Analyst New York As a Barclays Portfolio Manager Sector Analyst, you will join the Portfolio Management Team within the Corporate and Investment Bank Lending business. This team manages the bank's corporate loan exposures across all asset classes, and this critical team acts as a gatekeeper and voting member within the firm's...


  • New York, United States Brooksource Full time

    Technical Portfolio AnalystLong-Term ContractNew York, New York (hybrid)We are seeking an individual to work with a Fortune 50 Media & Entertainment leader specializing in the Streaming space located in New York, New York. As the Technical Portfolio Analyst, you will be responsible for supporting the portfolio management and roadmap delivery for syndication...


  • New York, United States Brooksource Full time

    Technical Portfolio AnalystLong-Term ContractNew York, New York (hybrid)We are seeking an individual to work with a Fortune 50 Media & Entertainment leader specializing in the Streaming space located in New York, New York. As the Technical Portfolio Analyst, you will be responsible for supporting the portfolio management and roadmap delivery for syndication...

  • Sponsor Finance

    1 month ago


    New York, United States SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance - Portfolio Management and Portfolio Origination team. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged Loans that are primarily rated single-B (or equivalent). This role is responsible for credit monitoring as well...

  • Sponsor Finance

    2 days ago


    New York, United States SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance - Portfolio Management and Portfolio Origination team. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged Loans that are primarily rated single-B (or equivalent). This role is responsible for credit monitoring as well...


  • New York, United States Stratford Solutions Inc. Full time

    **Job Title**: Equities Portfolio Business Analyst (Remote, Full-Time) **Location**: Remote (United States) **Employment Type**: Full-Time **Salary**: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis. **Responsibilities**: -...


  • New York, United States Stratford Solutions Inc. Full time

    Job DescriptionJob DescriptionJob Title: Equities Portfolio Business Analyst (Remote, Full-Time)Location: Remote (United States)Employment Type: Full-TimeSalary: $80 per hour Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.Position Overview: We are...