Credit and Porfolio Analyst

Overview

We are seeking a highly analytical and detail-oriented Credit Portfolio Analyst to support portfolio management, credit analysis, and investment strategy initiatives. This role will play a critical part in monitoring portfolio performance, conducting financial analysis, and delivering insights that inform investment decisions and support investor reporting.

This will be a LONG-TERM Contract role!! (5 days IN-Office)

• Portfolio & Credit Monitoring
  • Monitor portfolio performance and credit risk, including identifying early indicators of underperformance.
  • Support timely escalation of credit concerns and assist in restructuring or modification efforts as needed.
• Financial & Performance Analysis
  • Conduct detailed financial statement analysis to assess borrower performance and business risk.
  • Perform portfolio tracking, benchmarking, and comparative analyses to support internal decision-making and external investor reporting.
• Investment Committee Support
  • Develop insights, analysis, and strategic recommendations for presentation to the Investment Committee.
• Fundraising & Portfolio Strategy
  • Assist with fundraising initiatives and contribute to portfolio strategy across various fund vehicles and structured products.
• Loan Valuation
  • Act as an active member of the loan valuation team, coordinating with third-party vendors to ensure accurate and timely pricing for a portfolio of 100+ loans.
• Data & Process Improvement
  • Identify data quality gaps and inefficiencies, recommending and implementing process improvements to reduce manual rework.
  • Support automation initiatives, including the use of emerging technologies and AI tools to streamline workflows.
• Cross-Functional Collaboration
  • Partner with Portfolio Management, Investment, Operations, and other internal stakeholders to ensure efficient portfolio workflows and clear ownership of deliverables.

• Bachelor’s degree required;
  Finance or Accounting preferred with a strong academic record.
• 1–3 years of relevant experience in financial analysis, credit analysis, or related roles.
• Demonstrated ability to interpret financial statements and evaluate business and credit risk.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, with the ability to clearly synthesize complex information.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.

• Experience in portfolio management, accounting, investment operations, or related fields.
• Familiarity with loan valuation processes and third-party pricing coordination.
• Interest in and comfort with emerging technologies, including AI and automation tools.

• Highly detail-oriented with strong organizational skills.
• Self-starter with the ability to manage multiple priorities in a fast-paced environment.
• Adaptable with a “startup” mindset and willingness to take on diverse responsibilities.
• Proactive and entrepreneurial, with a continuous improvement mindset and the ability to identify opportunities for efficiency and innovation.

Salary range disclosed by local law in applicable geographies. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.