Analyst - Portfolio Management & Private Credit Investors

Private Credit & Portfolio Management

Company & Group Overview:

Company Description:

The company is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals, and private clients in major markets around the world.

Key Responsibilities

- Portfolio Surveillance: Conduct ongoing monitoring of portfolio companies.

- Financial Modeling: Update, refine, and maintain portfolio company financial reporting models.

- Reporting: Create quarterly valuation materials and portfolio management performance decks.

- Ad-hoc Analytics: Support various projects including legal tracking, industry research, comps analysis, KPI tracking, data validation, and automated report generation.

- Deal Support: Assist the core credit team with portfolio company active deal work, including amendments, restructurings, and facility upsizes.

What Makes This Role Unique?

- Diverse Exposure: Gain deep insight and exposure into a wide variety of industries and corporate business models.

- High Visibility: Enjoy the distinct opportunity to present findings and credit analysis directly to senior credit team members.

- Skill Development: Utilize and expand a diverse analytical skill set spanning financial modeling, reporting technology (PowerBI, etc.), business writing, and professional presentations.

- Collaborative Culture: Work as a critical member of a highly collaborative and cross-functional global team.

Qualifications & Requirements

- Experience: 4+ years of relevant professional experience in credit analysis, leveraged finance, debt operations, or private credit portfolio monitoring.

- Technical Mastery: Excellent financial analysis and spreadsheet financial modeling skills.

- Background: Strong quantitative background backed by excellent academic credentials.

- Soft Skills: Exceptional analytical capacity, proactive multitasking, strong organizational efficiency, and robust interpersonal skills.

- Communication: Highly articulate verbal and written communication skills with a focus on concise business writing.

- Mindset: A resourceful, self-starter attitude with the ability to function seamlessly both independently and within a team ecosystem.

Location: Pune, India