Portfolio Analyst – Global Corporate Credit

New York, NY



  • Fund modeling for individual comingled funds and independently managed accounts, both prevailing and prospective
  • Offer support for Global Corporate Credit’s weekly, monthly & quarterly portfolio monitoring process and ongoing analytics to track portfolio construction and performance
  • Support senior portfolio managers with ongoing allocation and portfolio rebalancing for both Performing and Opportunistic credit funds
  • Generate customized client / investor reporting for both internal and external distribution
  • Track existing and prospective investment activity across Global Corporate Credit and support the portfolio management function as needed
  • Assist senior team members in responding to specific client requests




  • Bachelor’s degree from undergraduate institution with a record of academic achievement
  • At least two to five years of experience in the financial services trade
  • The individual should have experience in the financial markets and experience in finance with working knowledge of portfolio accounting as it connects to investment P&L and portfolio performance
  • Basic understanding of the capital markets and investment metrics, with a familiarity with leveraged finance and long/short investments
  • Strong analytical and technical aptitude
  • Ability to take initiative and work collaboratively alongside senior members of the Credit business and across the firm
  • High proficiencies in Microsoft Excel, Microsoft PowerPoint, Bloomberg, Blackmountain Everest, Sungard VPM, Business Intelligence tools





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 6/26/2020
Salary $85,000 - $115,000 + bonus

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