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Portfolio Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-08
Listing for:
Mission Staffing
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting -
Business
Financial Analyst, Data Analyst
Job Description & How to Apply Below
Job Title
Portfolio Analytics & Reporting Analyst
LocationNew York, NY
Company OverviewA leading global alternative asset manager with a strong focus on credit strategies is seeking an Analyst to join its Portfolio Analytics & Reporting team. The firm operates on a large, institutional platform and offers broad exposure across private and liquid credit markets.
Position OverviewThe Analyst will support performance reporting and portfolio analytics for private credit strategies. This individual will work closely with investment, accounting, operations, and investor relations teams to ensure accurate and timely delivery of portfolio data and reporting.
Key Responsibilities- Monitor and analyze performance at the investment, portfolio, and fund levels
- Prepare recurring and ad hoc investor reporting materials
- Maintain data integrity across reporting systems and internal databases
Assist with investor due diligence and performance-related inquiries - Partner cross-functionally on reporting, new product launches, and custom requests
- Bachelor’s degree in a quantitative or business-related field
- 2+ years of relevant experience in asset management, financial reporting, or analytics
- Strong interest in credit and financial markets
- Advanced Excel skills;
Python or SQL is a plus - Detail-oriented with strong communication and organizational skills
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