Portfolio Analytics & Investment Insights Analyst

Where global scale meets boutique culture

Join a world-class investment platform that offers the resources of a global firm with the access, mentorship, and culture of a boutique. This is a place where high performers are supported, developed, and given real ownership early in their careers — all while enjoying excellent benefits, flexibility, and a strong work-life balance.

If you’re looking to stay close to the investment process, sharpen your technical skills, and build a long-term career on the buy side, this is an exceptional seat.

This role sits within a highly technical portfolio analytics group that partners directly with portfolio managers and investment teams across a growing private credit platform. You won’t be stuck producing static reports — you’ll be working on live portfolios, answering real investment questions, and helping senior investors understand how risk, returns, and capital are evolving across the business.

You’ll gain deep exposure to how institutional portfolios are built, monitored, and optimized — making this a powerful launchpad for future roles in investing, portfolio management, or advanced analytics.

• Analyze portfolio-level returns, leverage, cash flows, and risk exposure
• Build and enhance financial models, dashboards, and analytical tools
• Support live investment decisions through ad-hoc and recurrent PM requests
• Run scenario, stress-test, and downside analysis across portfolios
• Work on project-based initiatives as new deals are added and portfolios grow
• Partner closely with portfolio managers, risk teams, and senior leadership

This is a great fit for someone early in their career — typically around 2 years of experience — who is highly analytical, technically strong, and excited to work close to the buy side.

You’ll stand out if you bring:

• A finance, economics, or business background paired with something quantitative (engineering, math, data science, CS, etc.)
• A strong academic record (around a 3.6 GPA or higher
  , with flexibility)
• Experience in investment banking, credit, leveraged finance, or a similar analytical role
• Advanced Excel skills and comfort working with large datasets
• Python and SQL experience (strong plus)
• A project-driven mindset and the ability to respond quickly to investment-team requests

• True buy-side exposure without giving up analytical rigor
• Direct access to portfolio managers and senior investors
• A clear path into portfolio management, credit investing, or advanced analytics
• A culture that is collaborative, supportive, and growth-oriented
• Outstanding benefits and the stability of a global platform with a boutique feel

This is the kind of role that quietly builds very powerful careers.