Portfolio Management Analyst

Man Group

$100K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Finance or accounting background with strong financial statement analysis skills.
  • Highly self-motivated and able to manage multiple tasks concurrently.
  • Familiarity with valuation methods and credit rating processes preferred.
  • Experience in private credit, private equity, or direct lending strategies a plus.
  • Collaborative work style with energy, enthusiasm, and drive.
  • Strong verbal and written communication skills, capable of presenting information clearly.
  • Proficient in Excel and Power; experience with iLevel is a plus.

Responsibilities

  • Monitor performance of 15-20 portfolio companies.
  • Assist deal teams on assigned investments.
  • Ensure accuracy and completeness of financial data in internal platform.
  • Identify and analyze portfolio risk trends.
  • Complete quarterly portfolio account and valuation updates.
  • Liaise with credit rating agencies to maintain credit ratings.
  • Facilitate investor reporting workflows and collaborate with other business areas.

Benefits

  • Inclusive working environment fostering equality and diverse perspectives.
  • Professional development opportunities and support for career advancement.
  • Flexible working arrangements available for better work-life balance.
  • Two annual 'Mankind' days of paid leave for community volunteering.
  • Comprehensive benefits package including competitive holidays and retirement plans.
  • Enhanced parental leave and long-service leave options.
  • Potential additional perks like private medical coverage and gym memberships.
Full Job Description
Position Responsibilities

We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This 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.

Candidate Requirements

Qualifications & Experience:
  • Qualified candidates must have a finance or accounting background with strong financial statement analysis skills.
  • Highly self-motivated, with the ability to manage multiple tasks concurrently.
  • Experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting are a plus.
  • Experience in private credit or private equity and direct lending strategy a plus.
  • 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 informa
  • Proven ability to deliver consistent, reliable and timely execution in a time-sensitive role.
  • Fluent in Excel and Power
  • Experience using iLevel a plus
  • Finance or accounting designation such as CFA or CPA a plus.
  • Understanding SQL, Power BI and Python a plus.


The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.

US Pay Range

$100,000-$110,000 USD

Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity.

You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.

Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.

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