Portfolio Analyst

PrivateEquityJobs.com; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Paid paternity leave

Tuition assistance

Job summary

A leading financial services firm in Boston is seeking an Associate for a Portfolio Analytics team. Candidates should have 1–3 years' experience in investment banking or credit analysis. The role involves analyzing portfolio performance, monitoring risks, and supporting investment teams with insights. Strong Excel and financial analysis skills are essential, along with familiarity with SQL or Python. This full-time position provides exposure to investment professionals and opportunities for growth into senior analytics roles.

Qualifications

• 1–3 years of experience in investment banking, leveraged finance, or credit analysis.
• Strong skills in financial analysis and dataset management.
• Solid understanding of credit structures and risk metrics.
• Experience with SQL, Python, or BI tools is a plus

Responsibilities

• Analyze portfolio returns and exposure metrics across credit investments.
• Monitor performance and risk at deal and portfolio levels.
• Build and maintain dashboards and analytics tools.
• Build and maintain dashboards, models, and analytics tools
• Assist with stress testing, downside scenarios, and portfolio reviews

Skills

Strong Excel skills

Financial analysis

SQL

Python

BI tools

Tools

SQL

Python

Power BI

Job description

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