Portfolio Associate - Private Credit

About the role

This person will come in as a leader within the team, specializing in private credit analysis, investment performance tracking, investor relations support and strategic projects related to data enhancements & internal processes.

Responsibilities

• Specializing in private credit analysis
• Investment performance tracking
• Investor relations support
• Strategic projects related to data enhancements & internal processes

Requirements

• Experience working in direct/private lending or private credit strongly preferred
• 2-5 years experience working in an operationally driven environment; performance reporting/analysis experience a plus
• Demonstrated interest or progress towards CFA, CIPM, or CAIA designations a plus
• Ability to work a hybrid schedule out of the NYC office

Qualifications

The firm emphasizes work-life balance, offers terrific benefits and is employee-owned!

Skills

Experience working in direct/private lending or private credit

Performance reporting/analysis experience

CFA, CIPM, or CAIA designations

Ability to work a hybrid schedule

Benefits

The firm emphasizes work-life balance, offers terrific benefits and is employee-owned!

Pay

N/A

Schedule

N/A

Benefits

The firm emphasizes work-life balance, offers terrific benefits and is employee-owned!