VP Portfolio Analytics & Reporting

Job Description

Firm: Private Equity Credit Manager

Job Summary:

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• Own portfolio monitoring and reporting across the Credit platform, including borrower financials, KPIs and investment data.
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• Manage borrower data from initial collection through standardization, analysis and integration into portfolio monitoring systems.
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• Produce internal portfolio reporting, investor/IR deliverables, DDQs and ad hoc credit analyses.
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• Build and enhance financial models and automated reporting workflows using modern data and AI tools.
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• Partner closely with Credit Investments, Asset Management, Investor Relations and Technology on reporting and portfolio-monitoring initiatives.
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• Lead process and technology improvement projects designed to make credit reporting more accurate, scalable and efficient.
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Requirements:

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• 6–10 years of experience in private credit portfolio monitoring, asset management, or investment/investor reporting
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• Strong financial statement/modeling skills and experience working with borrower financials, portfolio data and lender/borrower relationships.
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• Hands-on experience building automated solutions using AI/data tools and partnering with Technology teams; exposure to platforms such as iLevel, Chronograph or Cobalt a plus
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