Portfolio Management Analyst

Man Group•New York, NY

20h•$100,000 - $110,000

About The Position

Man Group is seeking an Analyst to join their Portfolio Management group for a rapidly growing private credit asset manager. The individual's main focus will be monitoring the performance of 15-20 portfolio companies and assisting deal-teams on assigned investments. Additional responsibilities include ensuring the accuracy and completeness of financial data maintained on an internal platform, the ongoing identification and analysis of portfolio risk trends, completing quarterly portfolio account and valuation updates, liaising with credit rating agencies to establish and maintain credit ratings, and facilitating investor reporting workflows. This position will have the opportunity to work closely with other areas of our business (Underwriting, Capital Markets, Business Development, Investor Relations, Operations) and service providers for specific tasks that arise such as fundraising, preparation of materials for Board of Directors meetings, etc.

Requirements

Finance or accounting background with strong financial statement analysis skills
Highly self-motivated, with the ability to manage multiple tasks concurrently
Collaborative work style across functions with high energy, enthusiasm and drive
Strong communication skills with the ability to clearly articulate views verbally and in writing, fostering confidence when sharing/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 (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 SQL, Power BI and Python

Responsibilities

Monitoring the performance of 15-20 portfolio companies
Assisting deal-teams on assigned investments
Ensuring the accuracy and completeness of financial data maintained on an internal platform
Ongoing identification and analysis of portfolio risk trends
Completing quarterly portfolio account and valuation updates
Liaising with credit rating agencies to establish and maintain credit ratings
Facilitating investor reporting workflows
Working closely with other areas of the business (Underwriting, Capital Markets, Business Development, Investor Relations, Operations) and service providers for specific tasks that arise such as fundraising, preparation of materials for Board of Directors meetings, etc.