The Private Credit Portfolio Management Analyst will monitor portfolio performance, assess credit risk, analyze financial data, and support investment decisions in a collaborative team environment.
Job Summary & Responsibilities
The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role plays a key part in monitoring portfolio performance, assessing credit risk, and supporting data-driven investment decisions across a diverse portfolio of private credit investments.
This is an excellent opportunity for an early-career finance professional to gain hands-on experience in portfolio management, financial analysis, and investment decision-making within a collaborative, high-performing team.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Private Credit, Portfolio Management Analyst:
- Monitor the ongoing performance of private credit investments, identifying trends, risks, and areas of concern
- Track key performance indicators (KPIs) and escalate underperforming assets to senior leadership
- Analyze financial statements, industry trends, and company performance to assess overall credit health
- Build and maintain financial models, including scenario and sensitivity analyses
- Prepare periodic reports and detailed portfolio reviews for senior stakeholders
- Monitor covenant compliance and evaluate the impact of any deviations
- Support quarterly valuation analysis and maintain portfolio data and reporting tools
- Conduct industry research to support portfolio monitoring and investment insights
- Partner with the investment team on additional opportunities and ad hoc analysis
What's in it for you
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Inclusion and Culture: A respectful environment that values unique contributions.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
What sets you up for success
Qualifications
- Bachelor's degree in finance, accounting, or a related field
- 0--2 years of experience in private credit or a related area (e.g., underwriting, leveraged loans, high-yield investments)
Preferred Skills
- Strong financial modeling and quantitative analysis capabilities
- Effective communication and presentation skills
- High attention to detail with strong analytical and problem-solving abilities
- Intellectual curiosity and a proactive approach to learning
- Collaborative mindset with the ability to partner across teams
- Proficiency in Microsoft Excel and related analytical tools
Top Skills
Excel
Similar Jobs
Fintech • Financial Services
The Analyst will support the Private Credit Portfolio Management team in review processes, analytics, risk management, and investor relations coordination.
Top Skills:
ExcelPowerPoint
Fintech • Mobile • Software • Financial Services
The Lifecycle Marketing Manager will develop strategies for Home Equity products, optimize customer journey funnels, manage multi-channel campaigns, and lead cross-functional collaboration.
Top Skills:
BrazeExcelMailchimpSQL
Fintech • Mobile • Software • Financial Services
Manage SoFi's enterprise TPRM platforms, optimizing workflows, delivering data analytics reports and dashboards, and enhancing risk intelligence for decision-making.
Top Skills:
AlteryxPower BIPythonServicenow Tprm/GrcSnowflakeSQLTableau
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
