Portfolio Analyst

Portfolio Analytics Analyst 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.

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.

• 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

• Bachelor’s degree in Finance, Economics, or a quantitative field
• 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

• 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