Analyst/Associate, Portfolio Management, Direct Lending
$95k - $125kAres Management
Analyst/Associate - Direct Lending Portfolio Management
Ares is seeking an Analyst/Associate for our Direct Lending Portfolio Management department. The associate role is within the robust Direct Lending Portfolio Management team, which focuses on portfolio monitoring, valuation, analytics, and restructurings. The role includes the primary functions and responsibilities listed below and enables the Associate to have interaction with various other departments across the firm including deal teams, investor relations, accounting, finance, operations, and performance.
Primary Functions and Responsibilities:
- Monitor and manage 15-20 assigned corporate debt and equity investments
- Provide direct support to deal teams as necessary including assisting with re-underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
- General portfolio management including quarterly valuation and reporting
- Communicate with portfolio company management teams and sponsors to assist with the detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
- Utilize firm's proprietary software tools for company tracking of KPIs
- Perform mark-to-market quarter end valuations
- Analyze portfolio trends and track relevant current market activities
- Develop and produce periodic and ad hoc reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external target audiences (investors, limited partners)
Qualifications:
- Bachelor's degree or international equivalent
- 1 - 3 years of finance or accounting experience with exposure to valuation methods required
- Advanced MS Excel modeling skills (v-lookup, macros, and pivot tables)
- Beginning to intermediate MS PowerPoint skills
- Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment
- Creative problem solver
- Exceptional interpersonal skills
- Impeccable integrity and trustworthiness
Compensation:
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$95,000.00 - $125,000.00
The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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