Portfolio Management Analyst Jobs

Title: Portfolio Management Analyst

Company: Private Investment Management Firm

Location: Manhattan, NY

Overview:

The Horizon Group is searching for a Portfolio Management Analyst for a private investment management firm in Manhattan, NY. Join the dynamic and entrepreneurial team at a leading private investment management firm, operating a multi-strategy investment manager and insurance/reinsurance companies. With a strong capital base, our client provides financing solutions to middle market companies through their Private Credit team.

As a Portfolio Management Analyst, you will play a crucial role in maintaining and analyzing the private credit investments and portfolios. This is an excellent opportunity to work in a collaborative environment and contribute to the growth and success of the firm.

Responsibilities:

• Identify potential operational challenges and process improvements, utilizing analytical skills to enhance efficiency.
• Maintain quarterly reports and internal database for our private credit investments and portfolios.
• Collaborate with investment teams and portfolio managers to provide operational support, including trade execution and compliance monitoring.
• Monitor and analyze investment performance, including risk and return metrics, portfolio allocation, and market trends.

Qualifications:

• Exposure to non-traditional fixed income investments, such as private credit or structured credit, is a plus.
• 1-5 years of professional experience in investment operations, portfolio management, fund administration, banking, or related roles.
• Bachelor's degree or equivalent qualification.
• Experience in analyzing investment performance and preparing reports and presentations.
• Familiarity with private credit investments and fund structures preferred.

Requirements:

• Proactive approach to continuous learning and professional development.
• Strong attention to detail and organizational skills, with the ability to work independently in a fast-paced environment.
• Excellent communication skills, both written and verbal, with the ability to think critically.
• Proficiency in Microsoft Excel, PowerPoint, and other relevant software.
• Ability to adapt to new portfolio management software and systems.

Location and Compensation:

This position is based in Manhattan, NY, and the team primarily works at the Midtown office 3-4 days per week. Compensation will be commensurate with experience.

Join The Team:

Be part of an entrepreneurial, collaborative, and meritocratic environment that encourages innovation and growth. We offer exciting opportunities for professional development and the chance to work with a dynamic team in the heart of New York City.

• We look forward to reviewing your application for the Portfolio Management Analyst and discussing the potential for you to join the team at this exciting time of growth and opportunity