Private Credit Portfolio Analytics & Ops Analyst

Urrly

New York (NY)

On-site

USD 90,000 - 140,000

Full time

14 days+

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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

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

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