Fidelity Investments · 1 week ago
Portfolio Analyst, Private Credit
Boston, MA
Full-time
Hybrid
Mid Level
$90K/yr - $175K/yr
3+ years expFidelity Investments is a leading investment management firm, and they are seeking a Portfolio Analyst for their Private Credit team. The role involves supporting investment decisions, financing, analytics, reporting, and monitoring of private credit investments, while collaborating with various teams to ensure operational efficiency.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Required
Bachelor's Degree or equivalent experience required
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
Preferred
MBA or CFA optional
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments 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 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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