Monitor the performance of assigned portfolio companies and assist deal teams on investments
Ensure accuracy and completeness of internal financial data
Identify and analyze portfolio risk trends
Complete quarterly valuation updates, liaise with ratings agencies, and create investor reporting workflows
Work closely with underwriting, capital markets, investor relations, and business development teams
Required Qualifications:
2-4 years' experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting
Experience in private credit, private equity, and/or direct lending strategies a plus