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Portfolio Analyst - Credit Fund

WhiteCap Search
New York, NY Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 4/18/2025
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

  • 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


Job Requirements

  • Around 2-5 years of relevant reporting and analytics experience
  • An understanding of credit investments a plus, not required
  • Advanced Excel skills


Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

35436

Salary : $95,000 - $150,000

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