Portfolio Management Analyst

Man Group

New York, United States
Base: $100,000 - $110,000 usd; bonus/equity: discr...
On-site
Financial statement analysis
Portfolio company performance monitoring
Financial data accuracy
Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments

Job Summary

  • Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.
  • Ensure accuracy of financial data, identify portfolio risk trends, and complete quarterly portfolio updates.
  • Liaise with credit rating agencies and facilitate investor reporting workflows, collaborating across business areas.

Matching Summary

Monitor the performance of 15-20 portfolio companies and assist deal-teams on assigned investments.

Salary

Base: $100,000 - $110,000 USD; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Financial statement analysis
  • Portfolio company performance monitoring
  • Financial data accuracy
  • Portfolio risk trend analysis
  • Investor reporting workflows
  • Excel and Power BI proficiency

Nice-to-have

  • Valuation methods experience
  • Credit rating processes
  • Private credit or private equity experience
  • Direct lending strategy knowledge
  • SQL, Power BI, and Python understanding
  • iLevel experience

Key Requirements

  • Finance or accounting background
  • Strong financial statement analysis skills
  • Ability to manage multiple tasks concurrently
  • Proven ability to deliver consistent, reliable, and timely execution

Work Rights

Not specified

Tailored Resume

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