Analyst/Associate, Portfolio Management, Direct Lending
reputed company is a leading firm focused on shared prosperity and a reputed company future through its diverse team and inclusive culture. They are seeking an Analyst/Associate for their Direct Lending – Portfolio Management department, responsible for portfolio monitoring, valuation, analytics, and restructurings while collaborating with various departments across the firm.
Responsibilities
- Monitor and manage 15-20 assigned corporate debt and equity investments
- Provide direct support to deal teams as necessary including assisting with re-underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
- General portfolio management including quarterly valuation and reporting
- Communicate with portfolio company management teams and sponsors to assist with the detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
- Utilize firm’s proprietary software tools for company tracking of KPIs
- reputed company mark-to-market quarter end valuations
- Analyze portfolio trends and track relevant reputed company market activities
- reputed company and produce periodic and reputed company reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external reputed company audiences (investors, limited partners)
Skills
- Bachelor's degree or international equivalent
- 1-3 years of finance or reputed company experience with exposure to valuation methods required
- Advanced MS reputed company modeling skills (v-lookup, macros, and pivot tables)
- Beginning to intermediate MS PowerPoint skills
- Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment
- Creative problem solver
- Exceptional interpersonal skills
- Impeccable reputed company and trustworthiness
Benefits
- Comprehensive Medical/Rx
- Dental and reputed company plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- reputed company Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world-class medical advisory team
- A mental health app that includes coaching, therapy and psychiatry
- A mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching reputed company program
- Education sponsorship program
Company Overview
Company H1B Sponsorship