Portfolio Analytics Lead - Private Credit & AI Reporting

Atlantic Group; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Atlantic Group in New York seeks a senior credit portfolio reporting expert to own portfolio monitoring and reporting across the Credit platform, including borrower financials, KPIs and investment data. You will build and automate reporting workflows using AI/data tools and collaborate with Credit Investments, Asset Management, Investor Relations and Technology to drive scalable improvements.

Candidates should have 6–10 years in private credit portfolio monitoring or related fields, with strong

Qualifications

• 6–10 years of experience in private credit portfolio monitoring, asset management, or investment/investor reporting.
• Strong financial statement/modeling skills and experience working with borrower financials, portfolio data and lender/borrower relationships.
• Hands‑on experience building automated solutions using AI/data tools and partnering with Technology teams; exposure to platforms such as iLevel, Chronograph or Cobalt a plus.

Responsibilities

• Own portfolio monitoring and reporting across the Credit platform, including borrower financials, KPIs and investment data.
• Manage borrower data from initial collection through standardization, analysis and integration into portfolio monitoring systems.
• Produce internal portfolio reporting, investor/IR deliverables, DDQs and ad hoc credit analyses.
• Build and enhance financial models and automated reporting workflows using modern data and AI tools.
• Partner closely with Credit Investments, Asset Management, Investor Relations and Technology on reporting and portfolio-monitoring initiatives.
• Lead process and technology improvement projects designed to make credit reporting more accurate, scalable and efficient.

Skills

Financial modeling

Portfolio monitoring

Data analysis

AI/data tools usage

Cross-functional collaboration

Borrower financials

Tools

iLevel

Chronograph

Cobalt

Job description

Atlantic Group in New York seeks a senior credit portfolio reporting expert to own portfolio monitoring and reporting across the Credit platform, including borrower financials, KPIs and investment data. You will build and automate reporting workflows using AI/data tools and collaborate with Credit Investments, Asset Management, Investor Relations and Technology to drive scalable improvements.

Candidates should have 6–10 years in private credit portfolio monitoring or related fields, with strong