Analyst/Associate, Portfolio Management, Direct Lending
Ares Management, New York, NY, United States
Job Description
Ares is seeking an Analyst/Associate for our Direct Lending – Portfolio Management department. The associate role is within the robust Direct Lending Portfolio Management team, which focuses on portfolio monitoring, valuation, analytics, and restructurings. The role includes the primary functions and responsibilities listed below and enables the Associate to have interaction with various other departments across the firm, including deal teams, investor relations, accounting, finance, operations, and performance.
Primary Functions and Responsibilities
Monitor and manage 15-20 assigned corporate debt and equity investments
Provide direct support to deal teams as necessary, including assisting with re‑underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
General portfolio management including quarterly valuation and reporting
Communicate with portfolio company management teams and sponsors to assist with detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
Utilize firm’s proprietary software tools for company tracking of KPIs
Perform mark‑to‑market quarter end valuations
Analyze portfolio trends and track relevant current market activities
Develop and produce periodic and ad hoc reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external target audiences (investors, limited partners)
Qualifications
Bachelor's degree or international equivalent
1–3 years of finance or accounting experience with exposure to valuation methods required
Advanced MS Excel modeling skills (V‑lookup, macros, pivot tables)
Beginning to intermediate MS PowerPoint skills
Self‑motivated and driven; ability to work effectively in a collegial, fast‑moving, demanding, and dynamic environment
Creative problem‑solver
Exceptional interpersonal skills
Impeccable integrity and trustworthiness
Reporting Relationships Not specified.
Compensation The anticipated base salary range for this position is $95,000.00 – $125,000.00. Total compensation may also include a discretionary performance‑based bonus. The range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
Benefits The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental, and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long‑Term Disability (LTD) and Short‑Term Disability (STD) insurance; Employee Assistance Program (EAP); and Commuter Benefits plan for parking and transit.
Ares offers additional benefits including access to a world‑class medical advisory team, a mental health app that includes coaching, therapy, and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
Application Process There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
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Primary Functions and Responsibilities
Monitor and manage 15-20 assigned corporate debt and equity investments
Provide direct support to deal teams as necessary, including assisting with re‑underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
General portfolio management including quarterly valuation and reporting
Communicate with portfolio company management teams and sponsors to assist with detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
Utilize firm’s proprietary software tools for company tracking of KPIs
Perform mark‑to‑market quarter end valuations
Analyze portfolio trends and track relevant current market activities
Develop and produce periodic and ad hoc reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external target audiences (investors, limited partners)
Qualifications
Bachelor's degree or international equivalent
1–3 years of finance or accounting experience with exposure to valuation methods required
Advanced MS Excel modeling skills (V‑lookup, macros, pivot tables)
Beginning to intermediate MS PowerPoint skills
Self‑motivated and driven; ability to work effectively in a collegial, fast‑moving, demanding, and dynamic environment
Creative problem‑solver
Exceptional interpersonal skills
Impeccable integrity and trustworthiness
Reporting Relationships Not specified.
Compensation The anticipated base salary range for this position is $95,000.00 – $125,000.00. Total compensation may also include a discretionary performance‑based bonus. The range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
Benefits The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental, and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long‑Term Disability (LTD) and Short‑Term Disability (STD) insurance; Employee Assistance Program (EAP); and Commuter Benefits plan for parking and transit.
Ares offers additional benefits including access to a world‑class medical advisory team, a mental health app that includes coaching, therapy, and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
Application Process There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
#J-18808-Ljbffr