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Analyst/Associate - Portfolio Analyst
role at
WhiteCap Search This range is provided by WhiteCap Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$130,000.00/yr - $135,000.00/yr Overview
Our client, a premier Credit Fund, is looking to add a talented Analyst or Associate to their Portfolio Analytics team. This person will play a key role in providing critical insights, reporting, and analytics to support portfolio management and investor relations. The role will be part of a collegial and growing team with lots of exposure across the firm. This is a hybrid role requiring four days in the office. Responsibilities
Work closely with the fund's Portfolio Managers to provide accurate and timely portfolio analytics and risk metrics. Create dynamic presentations and reporting on a quarterly and annual basis. Track key fund KPIs and analyze against market trends and past and projected performance. Work closely with the due diligence team for both existing and potential new investors. Job Requirements
2-6 years of relevant reporting and analytics experience. An understanding of credit investments a plus, not required. Advanced Excel skills. Disclosure
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
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Analyst/Associate - Portfolio Analyst
role at
WhiteCap Search This range is provided by WhiteCap Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$130,000.00/yr - $135,000.00/yr Overview
Our client, a premier Credit Fund, is looking to add a talented Analyst or Associate to their Portfolio Analytics team. This person will play a key role in providing critical insights, reporting, and analytics to support portfolio management and investor relations. The role will be part of a collegial and growing team with lots of exposure across the firm. This is a hybrid role requiring four days in the office. Responsibilities
Work closely with the fund's Portfolio Managers to provide accurate and timely portfolio analytics and risk metrics. Create dynamic presentations and reporting on a quarterly and annual basis. Track key fund KPIs and analyze against market trends and past and projected performance. Work closely with the due diligence team for both existing and potential new investors. Job Requirements
2-6 years of relevant reporting and analytics experience. An understanding of credit investments a plus, not required. Advanced Excel skills. Disclosure
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Staffing and Recruiting Referrals increase your chances of interviewing at WhiteCap Search by 2x Sign in to set job alerts for “Portfolio Analyst” roles.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr