What are the responsibilities and job description for the Portfolio Management Analyst position at Constellation Insurance, Inc.?
The Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role is responsible for analyzing credit trends, assessing risk, and contributing to data-driven investment decisions.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Portfolio Management Analyst:
Qualifications
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Portfolio Management Analyst:
- Manage the ongoing performance and monitoring of private credit investments, ensuring timely identification of trends and risks.
- Track key performance indicators (KPIs) and promptly escalate underperforming assets to senior leadership.
- Analyze financial statements, industry dynamics, and company performance to evaluate overall credit health.
- Build and maintain financial models, including scenario and sensitivity analyses, to support investment decisions.
- Prepare and present periodic reports and detailed portfolio reviews for senior stakeholders.
- Monitor covenant compliance and assess the implications of any deviations.
- Recommend risk ratings based on quantitative and qualitative analysis.
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Inclusion and Culture: A respectful environment that values unique contributions.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Qualifications
- Bachelor's degree in finance, accounting, or a related field.
- 0--2 years of experience in private credit or a related financial discipline, such as underwriting private credit, high-yield, or leveraged loan investments.
- Strong financial modeling and quantitative analysis capabilities.
- Clear and effective communication and presentation skills.
- High attention to detail and intellectual curiosity, with the ability to deeply analyze and monitor investments.
- Collaborative mindset with a strong work ethic and the ability to partner effectively across teams.
- Proficiency in Microsoft Excel and related analytical tools.
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