Portfolio Analytics Associate - Buy-side Exposure & Growth

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.

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.

Skills

Strong Excel skills

Financial analysis

SQL

Python

BI tools

Job description

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.