Private Debt Portfolio Analyst - Growth & AI Tools

Growth Equity Interview Guide; City of Niagara Falls (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Allianz Global Investors invites a Portfolio Analyst to join the Private Debt US team in New York. You will conduct due diligence, prepare investment materials, and monitor existing investments while supporting fundraising and investor communications.

The role emphasizes proactive analysis, collaboration across teams, and leveraging AI tools to enhance investment decisions. Ideal candidates have 3–5 years of experience and strong financial modeling skills.

Qualifications

• 3–5 years of experience in transaction services or private equity–debt.
• Bachelor’s or Master’s degree in finance, economics, or business.
• Experience in financial modeling and credit risk analysis.
• Ability to present work to various stakeholders.
• Proactive and entrepreneurial spirit.
• Strong attention to detail and ability to manage multiple responsibilities.
• Fluency in English.

Responsibilities

• Conduct in-depth due diligence on portfolios and companies.
• Prepare investment memorandums and presentations.
• Monitor and manage existing investments.
• Support investor communication and fundraising efforts.
• Collaborate with various teams within the organization.
• Utilize AI tools for investment analysis.

Skills

Due diligence

Financial modeling

Credit risk analysis

Presentation skills

Multitasking

English fluency

Education

Bachelor’s or Master’s degree in finance, economics, or business

Tools

AI tools for investment analysis

Job description

Allianz Global Investors invites a Portfolio Analyst to join the Private Debt US team in New York. You will conduct due diligence, prepare investment materials, and monitor existing investments while supporting fundraising and investor communications.

The role emphasizes proactive analysis, collaboration across teams, and leveraging AI tools to enhance investment decisions. Ideal candidates have 3–5 years of experience and strong financial modeling skills.