Job Title: Portfolio Analytics - Senior Analyst
Company Overview: My client is a $50B AUM private credit firm dedicated to providing innovative financial solutions to a diverse portfolio of clients. They're looking to add a senior analyst to their portfolio reporting and analytics group.
Position Overview: As a Portfolio Analytics Senior Analyst, you will play a crucial role in managing and optimizing their portfolios by providing comprehensive analytics across all products and ensuring a holistic view of their investments. Your responsibilities will include calculating AUM, analyzing borrower data for the underwriting team, look at IRR, and maintaining a track record.
AUM Calculation: Accurately calculate and report Assets Under Management to provide a clear picture of the financial health of the portfolio.
Borrower Analytics: Collaborate with the underwriting team to analyze borrower data, assess credit risk, and contribute insights that enhance decision-making processes.
Holistic Portfolio Analysis: Conduct thorough portfolio analysis to identify trends, opportunities, and potential risks. Provide actionable recommendations to optimize portfolio performance.
Product Analytics: Develop and implement analytics strategies across all financial products, ensuring alignment with business objectives and regulatory requirements.
- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience in portfolio analytics/ portfolio valuation
- Solid understanding of leveraged finance principles and practices.
- Excellent analytical and problem-solving skills.
- Effective communication skills with the ability to present complex ideas to diverse stakeholders.
- Detail-oriented with a focus on data accuracy and integrity.
- Ability to thrive in a dynamic and fast-paced environment.
- Knowledge of SQL and Python is preferred
- Exposure to private credit/ private debt