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Fidelity Bank · 1 week ago

Portfolio Analyst, Private Credit

Boston, MA

Full-time

Hybrid

Mid Level

$90K/yr - $175K/yr

3+ years exp

Fidelity Bank, through its subsidiary Strategic Advisers LLC, is seeking a Portfolio Analyst for Private Credit to support their investment process in private market investments. The role involves collaboration with various teams to manage financial controls, oversee investment holdings, and drive operational improvements.

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Responsibilities

Collaborate closely with the investment teams, finance specialists, tax, legal, and compliance to deliver finance support during investment, divestment, restructuring, and loan financing activities

Manage line of credit and leverage facilities for private fund

Manage key financial controls for asset portfolios – i.e. cash management, expenses, and liquidity

Lead as deal execution point of contact with external and internal counterparties

Partner with operations team to fulfil all operational requirements, including liaising with banks on funding requirements

Oversee investment holdings, review periodic valuation and performance analytics

Use tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

Support ongoing and ad-hoc analyses

Identify gaps in current workflow and take a proactive approach to drive operational front-mid-back process improvements and efficiencies, and reduce operational risks

Qualification

Private credit experienceDeal closing experienceFinancial controls managementMicrosoft Office proficiencyNegotiation skillsCommunicationTeam collaborationSelf-starter

Required

Bachelor's Degree or equivalent experience required, MBA or CFA optional

Minimum of 3-5 years in the direct lending / private credit space

Knowledge of warehousing, finance, lines of credit, supporting deal teams as they originate, close and fund new direct lending transactions

Previous experience in negotiating and managing of credit arrangements for new business and renewals of existing credit arrangements

Proven ability to interact with, assess, and build relationships internally as well as externally, with investment teams, attorneys, banks, agents and other deal sources

Previous experience with deal closing, including credit agreement documentation and or other relevant legal documentation

Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights

Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business

Proven ability to work collaboratively in team environments

Strong proficiency in Microsoft Office