Portfolio Operations & Analytics Analyst — Private Credit

Urrly; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Commuter benefits

Job summary

Urrly in New York City seeks an Analyst/Associate to join Private Credit Portfolio Operations & Analytics. You will turn loan and lease data into actionable portfolio reporting, support servicer oversight, and build Excel models from scratch while leveraging AI to improve workflows.

The role combines hands-on operations with investment-analysis exposure, with an 80/20 split between portfolio analytics and investor-relations tasks.

Qualifications

• Analytical experience in structured finance, asset-backed or consumer credit, portfolio analytics or related field.
• Graduates with strong academics in finance, economics, accounting, mathematics, statistics, or related fields.
• Advanced Excel and modeling; SQL or Python is a plus, not required.
• Clear communication and practical business judgment; able to work independently.

Responsibilities

• Turn loan and lease data into portfolio reporting; investigate payment trends, exceptions and discrepancies.
• Support servicer oversight, reconcile data and cash flows, research contract questions, and resolve issues.
• Build Excel models, reports, and tools from scratch; use AI to improve research and workflows.
• Support investor reporting, materials, and CRM follow-through; 80% portfolio ops, 20% investor-relations.

Skills

Advanced Excel

SQL

Python

Portfolio analytics

Education

Finance

Economics

Accounting

Mathematics

Job description

Analyst / Associate — Private Credit Portfolio Operations & Analytics

Build a private credit platform alongside its senior leaders— meaningful ownership from day one and growth driven by your contribution.

Our client is a New York investment and asset-management platform focused on auto loans and leases. This is a hands-on portfolio operations and analytics role with investment-analysis exposure, not a pure deal-execution seat. Exceptional candidates with relevant analyst experience may join at Associate level within the posted compensation range.

What You’ll Own

• Turn loan and lease data into clear portfolio reporting; investigate payment trends, exceptions, and discrepancies.
• Support servicer oversight, reconcile data and cash flows, research contract questions, and follow issues through to resolution.
• Build Excel models, reports, and tools from scratch; use AI thoughtfully to improve research, analysis, and workflows.
• Support investor reporting, materials, and CRM follow-through. Expect roughly 80% portfolio operations and analytics and 20% investor-relations support.

What You’ll Bring

• Relevant analytical experience in structured finance, asset-backed or consumer credit, portfolio analytics, financial-services operations, investment banking, or a comparable field. Mortgage, equipment-finance, and other asset-backed backgrounds can transfer.
• We also welcome high-upside graduates with strong academics in finance, economics, accounting, mathematics, statistics, engineering, computer science, or a related field, plus substantive analytical internships, research, or projects. Prior servicing experience is not essential.
• Advanced Excel and the ability to understand and build models—not just populate templates. SQL or Python is a plus, not a requirement.
• Clear communication, practical business judgment, accurate execution, and the ability to clarify an ambiguous problem and work through it independently.

Why Join

Work directly with the COO, with exposure to the CIO and senior principals. Build processes that the business actually uses and earn greater responsibility as you create value. This is a demanding build-and-scale environment, including some long nights and weekends; progression is contribution-driven rather than tied to a fixed promotion calendar.

Compensation & Location

$90,000–$140,000 base salary plus discretionary performance bonus; health, dental, vision, and commuter benefits. Full-time, NYC office-centered role with flexibility—not a remote role or a fixed hybrid schedule. Sponsorship may be considered case by case for exceptional candidates.

At Urrly, fairness matters. We use AI to review applications against consistent job-related requirements, with recruiter review. Candidates are evaluated on skills, experience, and relevant evidence, not personal attributes.