Portfolio Management Analyst
: Job Details :


Portfolio Management Analyst

Atlantic Group

Location: New York,NY, USA

Date: 2024-04-22T19:13:51Z

Job Description:

Responsibilities:

  • Monitor the performance of assigned portfolio companies and assist deal teams on investments
  • Ensure accuracy and completeness of internal financial data
  • Identify and analyze portfolio risk trends
  • Complete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflows
  • Work closely with underwriting, capital markets, investor relations, and business development teams

Required Qualifications:

  • 2-4 years' experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting
  • Experience in private credit, private equity, and/or direct lending strategies a plus
  • Skilled in Excel and PowerPoint.
  • iLevel experience preferred
  • Designation such as CFA or CPA a plus

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