Portfolio Analyst, Private Credit
$80,000–$120,000 year
On-site · New York City, New York, United States
Job Summary
The role supports portfolio construction, implementation, monitoring, and reporting across Aksia's private credit platform. Responsibilities include analyzing portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics; assisting with deployment planning, liquidity management, and portfolio rebalancing; maintaining portfolio monitoring frameworks (leverage analysis, covenant tracking, watch lists, risk reporting); managing and maintaining private credit transaction databases, loan tapes, and portfolio-level investment records; overseeing weekly deal pipeline processes and preparing investment screening materials; developing comparable transaction and market terms databases to support underwriting and investment committee discussions; producing portfolio analytics and attribution reporting; supporting quarterly portfolio reviews, client reporting, and investment committee materials; coordinating data validation and quality control across portfolio reporting and marketing materials; assisting with new fund launches, strategic initiatives, and capital raising efforts; contributing to market commentary and client-facing updates; serving as a key steward of portfolio data integrity across investment, reporting, and operational systems; identifying opportunities to improve reporting workflows and data-management processes; collaborating with cross-functional teams in investment, IR, operations, and tech.
Required Qualifications
- 2–8 years of experience in private markets, leveraged finance, investment management, or a related analytical role
- Strong quantitative capabilities with ability to synthesize investment, portfolio, and market data into actionable insights
- High attention to detail with ability to manage complex datasets and ensure data integrity across multiple systems
- Strong organizational and project management skills with ability to prioritize and execute across multiple concurrent workstreams
- Highly motivated, self-directed team player with a strong work ethic and ownership mindset
- Interest in private markets and a desire to build long-term expertise in private credit portfolio construction and analytics
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