Portfolio Analyst

Empowering Organizations with the Right Talent for Success, and Candidates with More Than Just a Job – It's About Finding the Perfect Match in… Who should apply: Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and partnering with investment teams on risk and return analysis, this role offers strong exposure to institutional private credit strategies. The role: Join a Portfolio Analytics team supporting a diversified private credit platform.

You’ll analyze portfolio performance across multiple strategies, track risk and return metrics, and help deliver insights used by investment professionals and senior decision‑makers. What you’ll do: Analyze portfolio‑level returns, leverage, and exposure metrics across credit investments Monitor performance and risk at both deal and portfolio levels Support recurring and ad‑hoc reporting for investment and risk teams Build and maintain dashboards, models, and analytics tools Assist with stress testing, downside scenarios, and portfolio reviews What we’re looking for: 1–3 years of experience in investment banking, leveraged finance, credit analysis, or related roles Strong Excel and financial analysis skills; comfortable working with complex datasets Solid understanding of credit structures, cash flows, and risk metrics Experience with SQL, Python, or BI tools is a plus Why apply: Buy‑side exposure without giving up analytical rigor Visibility across investment teams and senior stakeholders Strong platform for growth into senior portfolio analytics or investment‑adjacent roles Seniority level Associate Employment type Full‑time Job function Finance, Consulting, and Research Industries Investment Management, Venture Capital and Private Equity Principals, and Financial Services Benefits Medical insurance Vision insurance 401(k) Paid maternity leave Child care support Paid paternity leave Tuition assistance #J-18808-Ljbffr