Portfolio Management Analyst - New York, United States - Atlantic Group

    atlantic group background
    Description

    Responsibilities:

    • Monitor the performance of assigned portfolio companies and assist deal teams on investments
    • Ensure accuracy and completeness of internal financial data
    • Identify and analyze portfolio risk trends
    • Complete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflows
    • Work closely with underwriting, capital markets, investor relations, and business development teams

    Required Qualifications:

    • 2-4 years' experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting
    • Experience in private credit, private equity, and/or direct lending strategies a plus
    • Skilled in Excel and PowerPoint.
    • iLevel experience preferred
    • Designation such as CFA or CPA a plus

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