Investment Operations Analyst

Prospect Capital • New York, NY

20h • $80,000 - $110,000 • Onsite

About The Position

Prospect Capital is seeking an Analyst to join its Direct Lending and Buyout team in an on-site, high-visibility role at the center of the investment process. The Analyst owns performance and portfolio analytics used to evaluate new credits and monitor existing investments, working directly with senior investment professionals and with the data and systems that support portfolio decisions by the CEO and President. The role includes system configuration, data integrations, reporting and dashboard development, workflow improvement, CRM data maintenance, and management of internal data processes and information flows. The Analyst also supports senior investment professionals with presentations and teasers, coordinates deal activity information with investment teams and portfolio-company executives, and learns the firm’s investment strategies, portfolio, processes, and accounting systems. Success requires initiative, sound judgment, clear communication, strong organization, attention to detail, and the ability to work independently and collaboratively.

Requirements

• One to three years of experience in project coordination, business operations, sales operations, research coordination, consulting, or a related role; recent graduates with outstanding organizational and analytical skills will also be considered.
• Ability to manage multiple trackers and deadlines, communicate clearly, and develop efficient processes for gathering and validating information from multiple stakeholders.
• Undergraduate degree in business administration, operations management, finance, accounting, economics, statistics, computer science, engineering, or a related field.
• Working proficiency in Excel, including creating clear, well-formatted reporting templates, tables, and charts, and using basic formulas.
• Strong organizational skills and attention to detail, including experience maintaining multiple trackers and managing recurring deadlines.
• Clear, proactive communication and ability to coordinate stakeholder inputs, follow up on outstanding requests, and prepare reports for senior management.
• Resourcefulness and sound judgment in gathering information, checking data for accuracy and completeness, and improving reporting processes.
• Demonstrated track record of excellence in academic, professional, and personal endeavors.
• Rigorous attention to detail, an analytical mindset, and pride in producing high-quality work.
• Ability to manage multiple projects and competing priorities in a time-sensitive environment, work under pressure, meet deadlines, and make decisions with minimal supervision.
• Strong interpersonal skills and comfort engaging Senior Leaders and C-Suite professionals.

Nice To Haves

• Experience with DealCloud or comparable CRM or deal-management platforms, particularly in private equity or alternative investments.
• Familiarity with PitchBook, Preqin, Bloomberg, or their APIs.
• Understanding of financial statements, loans, and private equity structures.
• Grasp of core financial concepts paired with a genuine desire to learn.
• Demonstrated interest in private credit and private equity.

Responsibilities

• Lead system configuration, internal and external data integrations, report and dashboard development, and workflow improvements.
• Collaborate with internal stakeholders to capture and maintain deal activity data, strengthen coverage of origination counterparties, and improve deal flow.
• Automate, run, deliver, and maintain standard and ad hoc reports for the Senior Leadership team.
• Maintain and enhance DealCloud CRM data to identify gaps in deal and counterparty coverage and support targeted origination efforts.
• Expand, compile, and manage internal data processes and information flows, including analytics regarding past investments across Prospect’s investment strategies.
• Work with senior investment professionals to create and update presentations and teasers.
• Interface with investment deal teams and C-Suite members of portfolio companies to collect input on deal activity.
• Learn about Prospect’s investment strategies, investment portfolio, investment process, and accounting procedures and systems.
• Understand the business objective behind requests and develop creative, efficient approaches to finding and analyzing data with limited input.
• Communicate clearly in writing and verbally, including presenting information effectively to Senior Leaders and C-Suite professionals as required.
• Work independently while partnering effectively in a collaborative environment.

Benefits

• Comprehensive benefits with 100% employer-paid premiums for medical, dental, vision, life insurance, and AD&D.
• Pretax benefit accounts, including FSA, HSA, and commuter accounts.
• Mentorship program.
• Daily in-office paid breakfast and lunch.
• Company-sponsored ski and sailing trips.
• Regular happy hours.
• Annual discretionary performance-based bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level