Portfolio Management VP

New York, NY



  • Aiding in the constant identification and examination of portfolio risk tendencies, observing the performance of companies within the portfolio, and assisting deal-teams on allocated investments.
  • Guaranteeing the correctness and comprehensiveness of financial data preserved on an internal platform
  • Finalizing quarterly portfolio account and valuation updates
  • Generating and facilitating investor reporting workflows
  • Coordinating with credit rating agencies to establish and uphold credit ratings.
  • Work in partnership with other areas of our clients business (underwriting, capital markets, business development, investor relations, operations) and service providers for particular tasks that ascend such as fundraising, preparation of materials for board of directors meetings, etc.




  • Must have a finance or accounting background with robust financial statement analysis knowledge.
  • Hands-on experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting are ideal.
  • Experience in private credit or private equity and direct lending strategy desired.
  • Expert in Excel and PowerPoint.
  • Experience using iLevel is advantageous
  • Finance or accounting designation such as CFA or CPA is favorable.






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 2/26/2021
Salary $150,000 - $200,000 + bonus

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