Analyst/Associate - Portfolio Analyst

Whitecap

$130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-6 years of relevant reporting and analytics experience
  • Advanced Excel skills
  • Familiarity with credit investments is a plus, but not a requirement

Responsibilities

  • Collaborate with Portfolio Managers for portfolio analytics and risk metrics
  • Develop presentations and reports quarterly and annually
  • Monitor key fund KPIs and compare against market trends
  • Assist due diligence team for current and potential investors

Benefits

  • Working in a collegial environment with growth opportunities
  • Significant exposure across the firm
  • Hybrid work model with four days in-office
Full Job Description
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.

Job Description:

Compensation : $ 130000

Job ID : 39576

Job Function:
  • 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:

Job Requirements:
  • 2-6 years of relevant reporting and analytics experience.
  • An understanding of credit investments a plus, not required.
  • Advanced Excel skills.

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39576

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