Portfolio Management Analyst
$100,000–$110,000 year
On-siteNew York, United States or London, Ohio, United States
Job Summary
Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments. Ensure the accuracy and completeness of financial data on an internal platform while identifying and analyzing portfolio risk trends. Complete quarterly portfolio account and valuation updates, liaise with credit rating agencies to establish and maintain ratings, and facilitate investor reporting workflows. Collaborate with Underwriting, Capital Markets, and Investor Relations teams on fundraising and Board of Directors materials. This role supports a rapidly growing private credit asset manager within Man Group's Portfolio Management group, focusing on systematic and discretionary strategies across public and private markets.
Required Qualifications
- finance or accounting background
- strong financial statement analysis skills
- Highly self-motivated
- ability to manage multiple tasks concurrently
- Collaborative work style across functions
- high energy, enthusiasm and drive
- Strong communication skills
- ability to clearly articulate views verbally and in writing
- Proven ability to deliver consistent, reliable and timely execution
- Fluent in Excel
- Fluent in Power
Desired Qualifications
- Experience with valuation methods (discounted cash flow modeling and debt pricing)
- credit rating processes and procedures
- data aggregation and reporting
- Experience in private credit or private equity and direct lending strategy
- Experience using iLevel
- Finance or accounting designation such as CFA or CPA
- Understanding SQL
- Power BI
- Python
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