Portfolio Management Analyst

Job Responsibilities

We are looking for an analyst to join our portfolio management team. The main responsibilities include:

• Monitoring the performance of 15–20 portfolios and companies
• Generating Deal Ideas
• Ensuring the accuracy and completeness of financial data on an internal risk management platform
• Ongoing identification and analysis of portfolio risks, scenario and stress tests
• Communication with credit rating agencies to establish and maintain credit ratings
• Assistance with preparing reports for investors

Candidate Requirements

The requirements for candidates are:

• A background in finance or accounting with strong financial analysis skills
• High level of self-motivation and the ability to handle multiple tasks at once
• Experience with waterfall methods (discounted present values, free cash flows, and/or market values); credit rating processes and procedures; and data aggregation and reporting is a plus
• Experience in a production control or portfolio management role involving data analysis and ratios
• A collaborative work style that spans departments, characterized by high energy, enthusiasm, and drive
• Strong communication skills, with the ability to clearly articulate ideas both verbally and in writing and to build trust with customers
• Proactive and dynamic solutions
• Proven ability to deliver consistent, reliable, and timely results in a time-sensitive role
• Proficiency in Excel and Power BI
• Experience with Sval plus
• A financial or accounting designation such as CFA or CPA
• Intermediate skills in SBL, Tower BB, and Python

We offer

We offer a comprehensive package that reflects the quality of the opportunity. This includes:

• A base salary in the range of $100,000 to $175,000 USD
• A comprehensive benefits package that includes competitive vacation time, retirement/401(k) benefits, life and long-term disability insurance, group life and long-term disability insurance, short-term disability benefits, and stop-loss coverage
• Additional benefits such as private health insurance, discounted gym memberships, and pet insurance
• Opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development and flexible work arrangements