Portfolio Monitoring Analyst

Mason Alexander; New York (NY); On-site; USD 144,000 - 176,000; Full time

Job summary

A global investment firm in New York is seeking a Portfolio Monitoring Analyst to support its private credit and direct lending strategies. The candidate will track portfolio performance, collaborate with management teams, and prepare analysis for internal committees. The ideal candidate has 1-4 years of relevant experience and possesses strong financial and communication skills. This full-time position offers a competitive salary of $160,000 per year.

Qualifications

• 1-4 years relevant experience in a similar role.
• Excellent investing and financial acumen.
• Strong communication skills, with the ability to deliver impactful presentations.

Responsibilities

• Track and analyze Portfolio Company performance.
• Prepare quarterly reviews and analysis for Portfolio Management Committees.
• Collaborate with teams on financial strategies.

Skills

Investment analysis

Financial modeling

Communication skills

Relationship building

Job description

We are working with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing financial and operational metrics, and providing insights to investment and risk teams.

Base pay range

$160,000.00/yr - $160,000.00/yr

Responsibilities

• Integration with the origination Deal Team to collaborate on financial and strategic initiatives within Portfolio Companies, including but not limited to:
• Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
• Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs
• Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
• Preparation of monthly / quarterly valuations
• Collaborating with other internal teams including Investor Relations, Macro, Data, and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests
• Collaborating with origination Deal Team on M&A, underwriting, and recapitalization

Qualifications

• 1-4 years relevant experience, preferably in a similar role (i.e., Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking)
• Excellent investing and financial acumen, with the ability to quickly disseminate and analyze financial reporting
• Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams
• Capable of building and interpreting complex financial models
• Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders
• The ability to multi-task and execute a wide range of assignments, with competing deadlines

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• Investment Management