Principal, Portfolio Management

InforCapital, partnership; New York, Northern (NY, KY); On-site; USD 150,000 - 210,000; Full time

Job summary

InforCapital is seeking a Portfolio Management Principal in New York to oversee a diversified credit investment portfolio, including direct lending. You will lead portfolio analytics, reporting, and risk assessment, and work closely with portfolio managers, sector analysts, and traders to optimize allocations and communicate with investors.

The role requires 8–12 years of experience in finance, strong Excel and data analysis skills, and a proactive, results-oriented mindset in a fast-paced

Qualifications

• 8–12 years of investment banking, capital markets, research, sales and trading, or buy-side experience.
• Strong analytical, written and verbal communication skills.
• Ability to thrive in a fast-paced and rigorous environment.
• Initiative and ownership of responsibilities with a proactive attitude.

Responsibilities

• Own the design, production, and governance of client and investor reporting.
• Lead advanced portfolio analytics and risk assessment with portfolio managers.
• Contribute to investment committee processes with portfolio-level insights.
• Develop investment screening frameworks to identify opportunities.
• Coordinate with sector analysts, trading desks, and bank counterparts.
• Oversee activity across Global Corporate Credit and identify risks and opportunities.

Skills

Portfolio analytics

Excel

Communication

Portfolio management

Education

Bachelor’s degree

Tools

Excel

Job description

LocationNew York, United States## About This RolePosition Overview Apollo is seeking a Portfolio Management Principal to support the management of a diversified portfolio of performing credit investments, with a primary focus on direct lending strategies. The role will oversee and conduct portfolio construction, monitoring, reporting, and performance analysis across private and syndicated credit investments. This is a highly analytical, detail-oriented role that provides broad exposure to portfolio management, credit risk, and investor-facing processes within a growing private credit platform. Primary Responsibilities Own the design, production, and governance of customized client and investor reporting, setting standards for quality, consistency, and narrative insight across internal and external audiences; serve as a senior point of escalation for complex client requests. Lead advanced portfolio analytics and risk assessment, partnering with portfolio managers to shape allocation strategy, rebalancing decisions, and forward-looking scenario analysis across market cycles. Act as a core contributor to investment committee processes, synthesizing portfolio-level insights, credit views, and risk considerations; document, challenge, and track investment decisions to ensure alignment with strategy and accountability. Develop and oversee investment screening frameworks to identify, prioritize, and evaluate opportunities, directly influencing trade construction and execution in collaboration with portfolio managers and traders. Provide senior-level partnership to sector analysts on underwriting, amendments, and restructurings, exercising independent judgment and coordinating with trading teams to drive efficient execution and clear communication with bank counterparts. Maintain holistic oversight of existing and prospective investment activity across Global Corporate Credit, proactively identifying portfolio concentrations, emerging risks, and opportunities to optimize performance. Serve as a strategic liaison for the Global Corporate Credit team, leading coordination on credit-platform initiatives and firm-wide projects and representing portfolio management perspectives with senior stakeholders. Drive complex, cross-functional initiatives and special projects, operating with minimal oversight and mentoring junior team members to elevate analytical rigor and execution standards Qualifications & Experience 8-12 years of investment banking, capital markets, research, sales and trading, or buy-side experience (areas include Leveraged Finance, Financial Sponsors, Restructuring or M&A are a plus) Bachelor’s degree with strong academic record. Strong analytical, written and verbal communication skills Ability to thrive in a fast-paced and rigorous work environment; demonstrated ability to prioritize competing demands and meet deadlines Initiative and ownership of responsibilities – must show a proactive, positive attitude Strong interest in Corporate Credit High proficiencies in Microsoft Excel, Microsoft ...