Portfolio Analyst, Private Capital
About The Position
Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time. PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.
Requirements
- Bachelor’s degree, commonly in Finance or Accounting
- 1+ years of work experience, including internship experience
- Ability to provide a high-level of customer service
- Adaptable to unique and changing business needs
- Demonstrated success in problem solving and ownership to resolve issues
- Ability to work independently and as a team member in a fast-paced environment
- Ability to operate using sound judgement to make decisions
- Proficiency with financial statements
- Process-oriented, organized, and with amazing attention to detail
- Excellent written and verbal communication skills
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Responsibilities
- Collect and organize financial statements to ensure accurate and efficient data management
- Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
- Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
- Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
- Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Robust training programs on industry and soft skills
- Employee assistance program
- Generous allotment of vacation days, sick days, and volunteer days
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
