Private Credit Portfolio Management Analyst
Constellation Insurance, New York, NY, United States
Job Summary & Responsibilities
The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role plays a key part in monitoring portfolio performance, assessing credit risk, and supporting data-driven investment decisions across a diverse portfolio of private credit investments.
This is an excellent opportunity for an early-career finance professional to gain hands-on experience in portfolio management, financial analysis, and investment decision-making within a collaborative, high‑performing team.
Your role and impact
Here’s a glimpse of your responsibilities and the meaningful impact you’ll create as the Private Credit, Portfolio Management Analyst:
Monitor the ongoing performance of private credit investments, identifying trends, risks, and areas of concern
Track key performance indicators (KPIs) and elevate under‑performing assets to senior leadership
Analyze financial statements, industry trends, and company performance to assess overall credit health
Build and maintain financial models, including scenario and sensitivity analyses
Prepare periodic reports and detailed portfolio reviews for senior stakeholders
Monitor covenant compliance and evaluate the impact of any deviations
Support quarterly valuation analysis and maintain portfolio data and reporting tools
Conduct industry research to support portfolio monitoring and investment insights
Partner with the investment team on additional opportunities and ad‑hoc analysis
What’s in it for you
Competitive pay:
Fair compensation for your hard work.
Healthcare coverage:
Comprehensive medical, dental, and vision from day one.
Life insurance:
Company‑paid coverage for you and your loved ones.
401(k) plan:
Matching contributions to help secure your financial future.
Family support:
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work‑life balance:
Flexible time‑off policy to recharge and pursue passions.
Dress for your day:
Express your style comfortably at work.
Inclusion and Culture:
A respectful environment that values unique contributions.
Well‑being focus:
Programs to support a healthy balance between work and home life.
Community connections:
Build strong relationships through virtual and in‑person interactions, with resources for your growth.
Preferred Qualifications
What sets you up for success
Qualifications
Bachelor’s degree in finance, accounting, or a related field
0–2 years of experience in private credit or a related area (e.g., underwriting, leveraged loans, high‑yield investments)
Preferred Skills
Strong financial modeling and quantitative analysis capabilities
Effective communication and presentation skills
High attention to detail with strong analytical and problem‑solving abilities
Intellectual curiosity and a proactive approach to learning
Collaborative mindset with the ability to partner across teams
Proficiency in Microsoft Excel and related analytical tools
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The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role plays a key part in monitoring portfolio performance, assessing credit risk, and supporting data-driven investment decisions across a diverse portfolio of private credit investments.
This is an excellent opportunity for an early-career finance professional to gain hands-on experience in portfolio management, financial analysis, and investment decision-making within a collaborative, high‑performing team.
Your role and impact
Here’s a glimpse of your responsibilities and the meaningful impact you’ll create as the Private Credit, Portfolio Management Analyst:
Monitor the ongoing performance of private credit investments, identifying trends, risks, and areas of concern
Track key performance indicators (KPIs) and elevate under‑performing assets to senior leadership
Analyze financial statements, industry trends, and company performance to assess overall credit health
Build and maintain financial models, including scenario and sensitivity analyses
Prepare periodic reports and detailed portfolio reviews for senior stakeholders
Monitor covenant compliance and evaluate the impact of any deviations
Support quarterly valuation analysis and maintain portfolio data and reporting tools
Conduct industry research to support portfolio monitoring and investment insights
Partner with the investment team on additional opportunities and ad‑hoc analysis
What’s in it for you
Competitive pay:
Fair compensation for your hard work.
Healthcare coverage:
Comprehensive medical, dental, and vision from day one.
Life insurance:
Company‑paid coverage for you and your loved ones.
401(k) plan:
Matching contributions to help secure your financial future.
Family support:
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work‑life balance:
Flexible time‑off policy to recharge and pursue passions.
Dress for your day:
Express your style comfortably at work.
Inclusion and Culture:
A respectful environment that values unique contributions.
Well‑being focus:
Programs to support a healthy balance between work and home life.
Community connections:
Build strong relationships through virtual and in‑person interactions, with resources for your growth.
Preferred Qualifications
What sets you up for success
Qualifications
Bachelor’s degree in finance, accounting, or a related field
0–2 years of experience in private credit or a related area (e.g., underwriting, leveraged loans, high‑yield investments)
Preferred Skills
Strong financial modeling and quantitative analysis capabilities
Effective communication and presentation skills
High attention to detail with strong analytical and problem‑solving abilities
Intellectual curiosity and a proactive approach to learning
Collaborative mindset with the ability to partner across teams
Proficiency in Microsoft Excel and related analytical tools
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