Portfolio Analyst, Private Credit

Aksia

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-8 years of experience in private markets, leveraged finance, or investment management
  • Strong quantitative skills for data synthesis and actionable insights
  • Attention to detail in managing complex datasets
  • Organizational and project management abilities to handle multiple workstreams
  • Motivated, self-directed team player with a strong work ethic
  • Interest in developing expertise in private credit portfolio analytics

Responsibilities

  • Support portfolio construction and implementation for private credit investments
  • Analyze portfolio exposures by strategy, sector, geography, and risk characteristics
  • Assist in deployment planning and portfolio rebalancing
  • Manage private credit transaction databases and investment records
  • Oversee deal pipeline processes and prepare investment screening materials
  • Produce portfolio analytics and performance attribution reports
  • Support quarterly client reporting and new fund initiatives

Benefits

  • Comprehensive benefits package
  • Discretionary performance bonus
  • Opportunities for professional development
  • Exposure to senior leadership and investment professionals
  • Significant responsibility and visibility in the investment process
Full Job Description
Team Overview

Aksia's Private Credit team partners with institutional investors to design and implement portfolios across corporate direct lending, opportunistic and stressed/distressed credit, specialty finance, asset-backed credit, and related strategies. The team invests through primary fund commitments, co-investments/directs, secondaries, and bespoke mandates/SMAs.

Position Overview

We are seeking an Analyst/Associate to join our Private Credit portfolio team. The successful candidate will support portfolio construction, implementation, monitoring, and reporting across Aksia's private credit platform. The role sits at the intersection of investment underwriting, portfolio management, investor reporting, and product development, providing broad exposure to private credit strategies, managers, and transactions.

This position is based in Aksia's New York office and will offer significant responsibility and visibility across the investment process and will involve regular interaction with investment professionals, clients, and senior leadership.

Responsibilities:

Portfolio Construction & Management
  • Support portfolio construction and implementation across private credit funds, mandates, and customized client portfolios.
  • Analyze portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics.
  • Assist with deployment planning, liquidity management, and portfolio rebalancing activities.
  • Maintain portfolio monitoring frameworks, including leverage analysis, covenant tracking, watch lists, and risk reporting.

Investment & Deal Analytics
  • Manage and maintain private credit transaction databases, loan tapes, and portfolio-level investment records.
  • Oversee weekly deal pipeline processes, including opportunity tracking, status reporting, and preparation of investment screening materials.
  • Develop and maintain comparable transaction and market terms databases to support underwriting and investment committee discussions.
  • Produce portfolio analytics and attribution reporting, including performance drivers, deployment trends, and exposure analysis.

Reporting & Product Support
  • Support quarterly portfolio reviews, client reporting, and investment committee materials.
  • Coordinate data validation and quality control processes across portfolio reporting and marketing materials.
  • Assist with new fund launches, strategic initiatives, capital raising efforts and related documentation efforts.
  • Contribute to market commentary, portfolio updates, and investment content for clients and prospects.

Data & Process Management
  • Serve as a key steward of portfolio data integrity across investment, reporting, and operational systems.
  • Identify opportunities to improve reporting workflows, portfolio analytics, and data management processes.
  • Support cross-functional initiatives involving investment teams, investor relations, operations, and technology groups.

Qualifications:
  • 2-8 years of experience in private markets, leveraged finance, investment management, or a related analytical role
  • Strong quantitative capabilities, with the ability to synthesize investment, portfolio, and market data into actionable insights
  • High attention to detail with a demonstrated ability to manage complex datasets and ensure data integrity across multiple systems
  • Strong organizational and project management skills, with the ability to prioritize and execute across multiple concurrent workstreams
  • Highly motivated, self-directed team player with a strong work ethic and ownership mindset
  • Interest in private markets and a desire to build long-term expertise in private credit portfolio construction and analytics


The estimated base salary range for this position is $80,000 - $120,000, which is specific to New York and may change in the future. Aksia provides a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

If the estimated salary is not within your target range but the role is aligned with your interests and experience, please still apply as there may be additional suitable opportunities.

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