Portfolio Strategist Analyst (Private Credit Secondaries)
Coda Search│Staffing, New York, New York, us, 10261
Our client, a premier alternative investment manager with a focus on private market liquidity solutions, is looking for a
Portfolio Strategist Analyst
to join their dedicated Private Credit team. This is a highly specialized group that exclusively targets private credit interests (Direct Lending, Mezzanine, and Specialty Finance) via the
Secondary Market . Unlike a traditional "primary" credit role, you won't just be looking at new loans; you will be analyzing seasoned portfolios of existing debt. You will be the engine behind the team’s capital deployment, using data-driven insights to optimize how the firm buys and holds credit assets to maximize risk-adjusted returns. Key Responsibilities
Portfolio Construction & Modeling:
Assist senior strategists in building and maintaining sophisticated portfolio models to forecast cash flows, IRR, and Multiple on Invested Capital (MOIC) for secondary credit acquisitions. Asset Allocation:
Analyze underlying loan data from secondary "tapes" to identify sector, geography, and sponsor concentrations. Recommend allocation shifts to maintain a balanced risk profile. Deployment Optimization:
Work closely with the deal team to evaluate "Relative Value." Compare the yields of secondary portfolios against primary benchmarks to determine the optimal entry price (Discount to NAV). Performance Analytics:
Conduct "top-down" stress testing and scenario analysis on the existing portfolio to assess the impact of interest rate fluctuations (Floating vs. Fixed) and credit spread movements. Investment Committee (IC) Support:
Prepare data visualizations and strategic rationales for new secondary deal opportunities, focusing on how a specific acquisition fits into the broader fund mandate. Candidate Requirements
Experience:
1–3 years of professional experience in Private Credit, Investment Banking (LBO/Leveraged Finance), or Portfolio Analytics. Exposure to
Secondaries
or
Fund-of-Funds
is a significant plus. Technical Toolkit:
Advanced Excel modeling is non-negotiable (VBA/SQL or Python for data manipulation is a major advantage). You must be able to "slice and dice" large data sets containing hundreds of underlying loan positions. Credit Acumen:
A solid understanding of credit documentation, covenants, and capital structure (Senior vs. Junior debt). Education:
Bachelor’s degree in Finance, Economics, Engineering, or a related quantitative field with a high GPA. Progress toward CFA is viewed favorably. Soft Skills:
A "strategic" mindset. You don't just report the numbers; you explain what they mean for the future of the fund.
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Portfolio Strategist Analyst
to join their dedicated Private Credit team. This is a highly specialized group that exclusively targets private credit interests (Direct Lending, Mezzanine, and Specialty Finance) via the
Secondary Market . Unlike a traditional "primary" credit role, you won't just be looking at new loans; you will be analyzing seasoned portfolios of existing debt. You will be the engine behind the team’s capital deployment, using data-driven insights to optimize how the firm buys and holds credit assets to maximize risk-adjusted returns. Key Responsibilities
Portfolio Construction & Modeling:
Assist senior strategists in building and maintaining sophisticated portfolio models to forecast cash flows, IRR, and Multiple on Invested Capital (MOIC) for secondary credit acquisitions. Asset Allocation:
Analyze underlying loan data from secondary "tapes" to identify sector, geography, and sponsor concentrations. Recommend allocation shifts to maintain a balanced risk profile. Deployment Optimization:
Work closely with the deal team to evaluate "Relative Value." Compare the yields of secondary portfolios against primary benchmarks to determine the optimal entry price (Discount to NAV). Performance Analytics:
Conduct "top-down" stress testing and scenario analysis on the existing portfolio to assess the impact of interest rate fluctuations (Floating vs. Fixed) and credit spread movements. Investment Committee (IC) Support:
Prepare data visualizations and strategic rationales for new secondary deal opportunities, focusing on how a specific acquisition fits into the broader fund mandate. Candidate Requirements
Experience:
1–3 years of professional experience in Private Credit, Investment Banking (LBO/Leveraged Finance), or Portfolio Analytics. Exposure to
Secondaries
or
Fund-of-Funds
is a significant plus. Technical Toolkit:
Advanced Excel modeling is non-negotiable (VBA/SQL or Python for data manipulation is a major advantage). You must be able to "slice and dice" large data sets containing hundreds of underlying loan positions. Credit Acumen:
A solid understanding of credit documentation, covenants, and capital structure (Senior vs. Junior debt). Education:
Bachelor’s degree in Finance, Economics, Engineering, or a related quantitative field with a high GPA. Progress toward CFA is viewed favorably. Soft Skills:
A "strategic" mindset. You don't just report the numbers; you explain what they mean for the future of the fund.
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