Portfolio Associate - Private Credit

Whitecap

$100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in direct/private lending or private credit preferred
  • 2-5 years in an operationally focused role
  • Experience in performance reporting or analysis is valuable
  • Demonstrated interest in CFA, CIPM, or CAIA designations.
  • Willingness to work in a hybrid schedule from NYC office.

Responsibilities

  • Lead the private credit analysis team.
  • Track investment performance and outcomes.
  • Support investor relations efforts.
  • Drive strategic projects for data enhancements.
  • Improve internal processes related to investment operations.

Benefits

  • Strong emphasis on work-life balance.
  • Comprehensive benefits package.
  • Employee-owned firm with an engaged culture.
  • Long-tenured team providing stability and growth opportunities.
Full Job Description
Our client, a $50B Private Equity & Credit Fund, is looking for an Associate ideally at the junior level to join their private credit portfolio group. If you have in-house experience with reporting, valuations, and private markets, apply below!

Job Description:

Compensation : $ 100000

Job ID : 46139

Job Function:
  • This person will come in as a leader within the team, specializing in private credit analysis, investment performance tracking, investor relations support and strategic projects related to data enhancements & internal processes.
  • The firm emphasizes work-life balance, offers terrific benefits and is employee-owned! They have strong culture and terrific tenure.


Job Requirements:

Job Requirements:
  • Experience working in direct/private lending or private credit strongly preferred.
  • 2-5 years experience working in an operationally driven environment; performance reporting/analysis experience a plus.
  • Demonstrated interest or progress towards CFA, CIPM, or CAIA designations a plus.
  • Ability to work a hybrid schedule out of the NYC office

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46139

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