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Portfolio Analyst

PrivateEquityJobs.com, Boston, Massachusetts, us, 02298

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Empowering Organizations with the Right Talent for Success, and Candidates with More Than Just a Job – It's About Finding the Perfect Match in… 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

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