What are the responsibilities and job description for the Portfolio Analyst position at PrivateEquityJobs.com?
Portfolio Analytics Analyst
Who should apply:
Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post-close, and partnering with investment teams on risk and return analysis, this role offers strong exposure to institutional private credit strategies.
The role:
Join a Portfolio Analytics team supporting a diversified private credit platform. You’ll analyze portfolio performance across multiple strategies, track risk and return metrics, and help deliver insights used by investment professionals and senior decision-makers.
What you’ll do:
- Analyze portfolio-level returns, leverage, and exposure metrics across credit investments
- Monitor performance and risk at both deal and portfolio levels
- Support recurring and ad-hoc reporting for investment and risk teams
- Build and maintain dashboards, models, and analytics tools
- Assist with stress testing, downside scenarios, and portfolio reviews
What we’re looking for:
- Bachelor’s degree in Finance, Economics, or a quantitative field
- 1–3 years of experience in investment banking, leveraged finance, credit analysis, or related roles
- Strong Excel and financial analysis skills; comfortable working with complex datasets
- Solid understanding of credit structures, cash flows, and risk metrics
- Experience with SQL, Python, or BI tools is a plus
Why apply:
- Buy-side exposure without giving up analytical rigor
- Visibility across investment teams and senior stakeholders
- Strong platform for growth into senior portfolio analytics or investment-adjacent roles