Portfolio Analyst
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Who should apply:
Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and partnering with investment teams on risk and return analysis, this role offers strong exposure to institutional private credit strategies.
The role:
Join a Portfolio Analytics team supporting a diversified private credit platform. You’ll analyze portfolio performance across multiple strategies, track risk and return metrics, and help deliver insights used by investment professionals and senior decision‑makers.
What you’ll do:
- Analyze portfolio‑level returns, leverage, and exposure metrics across credit investments
- Monitor performance and risk at both deal and portfolio levels
- Support recurring and ad‑hoc reporting for investment and risk teams
- Build and maintain dashboards, models, and analytics tools
- Assist with stress testing, downside scenarios, and portfolio reviews
What we’re looking for:
- 1–3 years of experience in investment banking, leveraged finance, credit analysis, or related roles
- Strong Excel and financial analysis skills; comfortable working with complex datasets
- Solid understanding of credit structures, cash flows, and risk metrics
- Experience with SQL, Python, or BI tools is a plus
Why apply:
- Buy‑side exposure without giving up analytical rigor
- Visibility across investment teams and senior stakeholders
- Strong platform for growth into senior portfolio analytics or investment‑adjacent roles
Seniority level
- Associate
Employment type
- Full‑time
Job function
- Finance, Consulting, and Research
Industries
- Investment Management, Venture Capital and Private Equity Principals, and Financial Services
Benefits
- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Child care support
- Paid paternity leave
- Tuition assistance
Vacancy posted 12 hours ago
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