Portfolio Management Analyst or Associate - Hybrid

LHH is working with a nationally renown Alternative Asset Management firm on a Portfolio Management Analyst role. You will oversee and manage a portfolio of cash flow loans and monitor certain industries for key trends and market insights. The ideal candidate needs to have 3+ years of experience in private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting. Big 4 audit & consulting will also be considered.

Job Responsibilities:

• Conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings
• Monitor the performance of assigned portfolio of cash‐flow loans, including reviewing and spreading financial statements and monitoring on‐going compliance with loan agreements and internal policies
• Compile portfolio and industry metrics for industry dashboards, reviews, reporting, and analytics projects, coordinating with various stakeholders
• Anticipate key business, marketplace and competitor dynamics in finding opportunities for the portfolio

Minimum Qualifications:

• Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics
• 3+ years related experience including, but not limited to: private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting. Portfolio management experience preferred
• Big 4 Audit or M&A Advisory experience
• Knowledge and proven experience with financial statement analysis and ability to independently monitor and identify variances in financial performance