Portfolio Analyst

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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

• Associate

• Full‑time

• Finance, Consulting, and Research

• Investment Management, Venture Capital and Private Equity Principals, and Financial Services

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Child care support
• Paid paternity leave
• Tuition assistance