Portfolio Management Analyst jobs in United States
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Constellation Insurance, Inc. · 1 month ago

Portfolio Management Analyst

Constellation Insurance, Inc. is seeking a Portfolio Management Analyst to support private credit investment activities. This role involves analyzing credit trends, assessing risk, and contributing to data-driven investment decisions.

Financial ServicesInsuranceLife InsuranceRetirementWealth Management
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H1B Sponsor Likelynote

Responsibilities

Manage the ongoing performance and monitoring of private credit investments, ensuring timely identification of trends and risks
Track key performance indicators (KPIs) and promptly escalate underperforming assets to senior leadership
Analyze financial statements, industry dynamics, and company performance to evaluate overall credit health
Build and maintain financial models, including scenario and sensitivity analyses, to support investment decisions
Prepare and present periodic reports and detailed portfolio reviews for senior stakeholders
Monitor covenant compliance and assess the implications of any deviations
Recommend risk ratings based on quantitative and qualitative analysis

Qualification

Financial modelingQuantitative analysisPrivate credit experienceCommunication skillsMicrosoft ExcelAttention to detailCollaborative mindset

Required

Bachelor's degree in finance, accounting, or a related field
0--2 years of experience in private credit or a related financial discipline, such as underwriting private credit, high-yield, or leveraged loan investments

Preferred

Strong financial modeling and quantitative analysis capabilities
Clear and effective communication and presentation skills
High attention to detail and intellectual curiosity, with the ability to deeply analyze and monitor investments
Collaborative mindset with a strong work ethic and the ability to partner effectively across teams
Proficiency in Microsoft Excel and related analytical tools

Benefits

Healthcare coverage: Comprehensive medical, dental, and vision from day one.
Life insurance: Company-paid coverage for you and your loved ones.
401(k) plan: Matching contributions to help secure your financial future.
Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work-life balance: Flexible time-off policy to recharge and pursue passions.
Dress for your day: Express your style comfortably at work.
Inclusion and Culture: A respectful environment that values unique contributions.
Well-being focus: Programs to support a healthy balance between work and home life.
Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

Company

Constellation Insurance, Inc.

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We are a leading insurance holding company providing insurance and reinsurance solutions through our family of companies.

H1B Sponsorship

Constellation Insurance, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (3)

Funding

Current Stage
Late Stage
Total Funding
$350M
Key Investors
AuguStarSM Financial
2025-10-22Debt Financing· $350M

Leadership Team

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Lori Dashewich, CPA, CGMA
SVP, Chief Accounting Officer and Controller, Interim CFO
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Scott Shepherd
Senior Vice President, Chief Risk Officer, and Head of US M&A and Reinsurance
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Company data provided by crunchbase