Portfolio Monitoring Analyst

We are working with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing financial and operational metrics, and providing insights to investment and risk teams.

$/yr - $/yr

• Integration with the origination Deal Team to collaborate on financial and strategic initiatives within Portfolio Companies, including but not limited to:
• Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
• Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs
• Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
• Preparation of monthly / quarterly valuations
• Collaborating with other internal teams including Investor Relations, Macro, Data, and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests
• Collaborating with origination Deal Team on M&A, underwriting, and recapitalization

• 1-4 years relevant experience, preferably in a similar role (i.e., Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking)
• Excellent investing and financial acumen, with the ability to quickly disseminate and analyze financial reporting
• Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams
• Capable of building and interpreting complex financial models
• Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders
• The ability to multi-task and execute a wide range of assignments, with competing deadlines

• Mid-Senior level

• Full-time

• Finance

• Investment Management