We are working with a global investment firm that is actively seeking a
Portfolio Monitoring Analyst
to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing financial and operational metrics, and providing insights to investment and risk teams. Base pay range
$160,000.00/yr - $160,000.00/yr Responsibilities
Integration with the origination Deal Team to collaborate on financial and strategic initiatives within Portfolio Companies, including but not limited to: Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs Preparation of quarterly reviews and analysis for internal Portfolio Management Committees Preparation of monthly / quarterly valuations Collaborating with other internal teams including Investor Relations, Macro, Data, and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests Collaborating with origination Deal Team on M&A, underwriting, and recapitalization Qualifications
1-4 years relevant experience, preferably in a similar role (i.e., Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking) Excellent investing and financial acumen, with the ability to quickly disseminate and analyze financial reporting Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams Capable of building and interpreting complex financial models Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders The ability to multi-task and execute a wide range of assignments, with competing deadlines Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Industries
Investment Management
#J-18808-Ljbffr
Portfolio Monitoring Analyst
to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing financial and operational metrics, and providing insights to investment and risk teams. Base pay range
$160,000.00/yr - $160,000.00/yr Responsibilities
Integration with the origination Deal Team to collaborate on financial and strategic initiatives within Portfolio Companies, including but not limited to: Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs Preparation of quarterly reviews and analysis for internal Portfolio Management Committees Preparation of monthly / quarterly valuations Collaborating with other internal teams including Investor Relations, Macro, Data, and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests Collaborating with origination Deal Team on M&A, underwriting, and recapitalization Qualifications
1-4 years relevant experience, preferably in a similar role (i.e., Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking) Excellent investing and financial acumen, with the ability to quickly disseminate and analyze financial reporting Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams Capable of building and interpreting complex financial models Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders The ability to multi-task and execute a wide range of assignments, with competing deadlines Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Industries
Investment Management
#J-18808-Ljbffr