Portfolio Analyst, Private Credit

Responsibilities

• Support portfolio construction and implementation across private credit funds, mandates, and customized client portfolios.
• Analyze portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics.
• Aid in deployment planning, liquidity management, and portfolio rebalancing activities.
• Maintain portfolio monitoring frameworks, including leverage analysis, covenant tracking, watch lists, and risk reporting.
• Manage and maintain private credit transaction databases, loan tapes, and portfolio-level investment records.
• Oversee weekly deal pipeline processes, including opportunity tracking, status reporting, and preparation of investment screening materials.
• Develop and maintain comparable transaction and market terms databases to support underwriting and investment committee discussions.
• Generate portfolio analytics and attribution reports, such as performance drivers, deployment trends, and exposure analysis.
• Support quarterly portfolio reviews, client reporting, and investment committee materials.
• Collaborate in data validation and quality control processes across portfolio reporting and marketing materials.
• Assist with new fund launches, strategic initiatives, capital raising efforts, and related documentation.
• Contribute to market commentary, portfolio updates, and investment content for clients and prospects.
• Act as a key steward of portfolio data integrity across investment, reporting, and operational systems.
• Identify opportunities to enhance reporting workflows, portfolio analytics, and data management processes.
• Participate in cross-functional initiatives involving investment teams, investor relations, operations, and technology groups.

Qualifications

• 2–8 years of experience in private markets, leveraged finance, investment management, or a related analytical role.
• Strong quantitative skills, capable of synthesizing investment, portfolio, and market data into actionable insights.
• A high level of attention to detail with a proven ability to manage complex datasets and ensure data integrity across multiple systems.
• Exceptional organizational and project management skills, adept at prioritizing and executing across multiple concurrent workstreams.
• A highly motivated, self-directed team player with a strong work ethic and ownership mindset.
• An interest in private markets and a commitment to building long-term expertise in private credit portfolio construction and analytics.

Pay

The estimated base salary range for this position is $80,000 - $120,000, which is specific to New York and may change in the future. Aksia offers a total compensation package that includes a base salary, discretionary performance bonus, and a comprehensive benefits package. Individual compensation will be commensurate with the candidate's experience and local cost of labor.