Portfolio Management Analyst
About The Position
Man Group is seeking an Analyst to join its Portfolio Management group for a rapidly growing private credit asset manager. The role focuses on monitoring the performance of 15–20 portfolio companies and assisting deal teams with assigned investments. The analyst will also help maintain accurate and complete financial data on an internal platform, identify and analyze portfolio risk trends, complete quarterly portfolio account and valuation updates, liaise with credit rating agencies, and facilitate investor reporting workflows. The position involves working with teams across Underwriting, Capital Markets, Business Development, Investor Relations, and Operations, as well as external service providers on tasks such as fundraising and preparing materials for Board of Directors meetings. The anticipated U.S. base salary range is $100,000–$110,000. Compensation packages also include benefits and a discretionary bonus. Man Group describes an inclusive working environment, professional development opportunities, flexible working arrangements, and two annual paid days for community volunteering. Benefits include holiday entitlements, pension/401(k), life and long-term disability coverage, group sick pay, enhanced parental leave, and long-service leave. Depending on location, additional benefits may include private medical coverage, discounted gym membership options, and pet insurance.
Requirements
- Finance or accounting background.
- Strong financial statement analysis skills.
- Highly self-motivated, with the ability to manage multiple tasks concurrently.
- Collaborative work style across functions, with energy, enthusiasm, and drive.
- Strong verbal and written communication skills, including the ability to clearly articulate views and foster confidence when sharing or presenting information.
- Proven ability to deliver consistent, reliable, and timely execution in a time-sensitive role.
- Fluent in Excel and PowerPoint.
Nice To Haves
- Experience with valuation methods, including discounted cash flow modeling and debt pricing.
- Experience with credit rating processes and procedures.
- Experience with data aggregation and reporting.
- Experience in private credit or private equity and direct lending strategy.
- Experience using iLevel.
- Finance or accounting designation such as CFA or CPA.
- Understanding of SQL, Power BI, and Python.
Responsibilities
- Monitor the performance of 15–20 portfolio companies.
- Assist deal teams with assigned investments.
- Ensure the accuracy and completeness of financial data maintained on an internal platform.
- Identify and analyze portfolio risk trends on an ongoing basis.
- Complete quarterly portfolio account and valuation updates.
- Liaise with credit rating agencies to establish and maintain credit ratings.
- Facilitate investor reporting workflows.
- Work with other business areas and service providers on tasks such as fundraising and preparing materials for Board of Directors meetings.
Benefits
- Discretionary bonus.
- Competitive holiday entitlements.
- Pension/401(k).
- Life and long-term disability coverage.
- Group sick pay.
- Enhanced parental leave.
- Long-service leave.
- Two annual paid days for community volunteering.
- Professional development opportunities.
- Flexible working arrangements.
- Depending on location: private medical coverage, discounted gym membership options, and pet insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
