Demo

Credit Portfolio Data & Analytics

Landing Point
York, NY Full Time
POSTED ON 1/13/2026
AVAILABLE BEFORE 2/11/2026
Company Overview:

A middle-market private equity investment firm is seeking a Credit Portfolio Data Analyst to join its team. The role focuses on managing data integrity and supporting reporting processes for credit portfolio companies.

Job Responsibilities:

  • Oversee and coordinate quarterly data inputs for credit portfolio companies
  • Verify and contextualize quarter-over-quarter changes for accuracy and consistency
  • Develop reporting templates and automated processes to enhance scalability
  • Design and lead proactive data quality audits
  • Create and maintain documentation of data processes, templates, and workflows
  • Support the creation of quarterly LP reporting materials
  • Lead bespoke portfolio analyses for fundraising and LP requests
  • Partner with Investor Relations on fundraising and marketing deliverables
  • Track and communicate deadlines and reporting expectations to internal stakeholders
  • Collaborate with various teams to fulfill ad hoc LP and portfolio data requests
  • Support fund-level scenario analyses and portfolio modeling
  • Contribute to long-term dashboard development using visualization tools

Qualifications:

  • Bachelor’s degree required; quantitative or analytical focus preferred
  • 2–5 years of relevant experience in finance, data analytics, or investment operations
  • Technical proficiency in Excel; experience with iLevel, Sentry, Tableau, Power BI, or Alteryx is a plus
  • Demonstrated ability to manage complex data sets and ensure accuracy

Compensation: Salary: $120,000 – $175,000

The post Credit Portfolio Data & Analytics appeared first on Landing Point.

Salary : $120,000 - $175,000

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