Principal, Portfolio Management

Primary Responsibilities

• Own the design, production, and governance of customized client and investor reporting, setting standards for quality, consistency, and narrative insight across internal and external audiences.
• Serve as a senior point of escalation for complex client requests.
• Lead advanced portfolio analytics and risk assessment, partnering with portfolio managers to shape allocation strategy, rebalancing decisions, and forward-looking scenario analysis across market cycles.
• Act as a core contributor to investment committee processes, synthesizing portfolio-level insights, credit views, and risk considerations; document, challenge, and track investment decisions to ensure alignment with strategy and accountability.
• Develop and oversee investment screening frameworks to identify, prioritize, and evaluate opportunities, directly influencing trade construction and execution in collaboration with portfolio managers and traders.
• Provide senior-level partnership to sector analysts on underwriting, amendments, and restructurings, exercising independent judgment and coordinating with trading teams to drive efficient execution and clear communication with bank counterparts.
• Maintain holistic oversight of existing and prospective investment activity across Global Corporate Credit, proactively identifying portfolio concentrations, emerging risks, and opportunities to optimize performance.
• Serve as a strategic liaison for the Global Corporate Credit team, leading coordination on credit-platform initiatives and firm-wide projects and representing portfolio management perspectives with senior stakeholders.
• Drive complex, cross-functional initiatives and special projects, operating with minimal oversight and mentoring junior team members to elevate analytical rigor and execution standards.

Qualifications & Experience

• 8-12 years of investment banking, capital markets, research, sales and trading, or buy-side experience (areas include Leveraged Finance, Financial Sponsors, Restructuring or M&A are a plus).
• Bachelor’s degree with strong academic record.
• Strong analytical, written and verbal communication skills.
• Demonstrated ability to thrive in a fast-paced and rigorous work environment; initiative and ownership of responsibilities – must show a proactive, positive attitude.
• Strong interest in Corporate Credit.
• High proficiencies in Microsoft Excel, Microsoft PowerPoint, and Bloomberg.
• Bachelor’s degree required; MBA/MS is a plus.