What are the responsibilities and job description for the Portfolio Analyst - Credit Fund position at WhiteCap Search?
Our client, a premier Credit Fund, is looking to add a talented Analyst to their Portfolio Analytics team. This person will play a key role in providing critical insights, reporting, and analytics to support portfolio management and investor relations. The role will be part of a collegial and growing team with lots of exposure across the firm. This is a hybrid role requiring four days in the office.
Job Function
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Job Function
- Work closely with the fund's Portfolio Managers to provide accurate and timely portfolio analytics and risk metrics
- Create dynamic presentations and reporting on a quarterly and annual basis
- Track key fund KPIs and analyze against market trends and past and projected performance
- Work closely with the due diligence team for both existing and potential new investors
- Around 2-5 years of relevant reporting and analytics experience
- An understanding of credit investments a plus, not required
- Advanced Excel skills
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Salary : $95,000 - $150,000