WhiteCap Search · 5 days ago
Analyst/Associate - Portfolio Analyst
Manhattan, NY
Full-time
Hybrid
Entry, Mid Level
$130K/yr - $135K/yr
2+ years expWhiteCap Search is representing a premier Credit Fund seeking to add a talented Analyst or Associate to their Portfolio Analytics team. The role involves providing critical insights, reporting, and analytics to support portfolio management and investor relations, working closely with the fund's Portfolio Managers.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Work closely with the fund's Portfolio Managers to provide accurate and timely portfolio analytics and risk metrics
Create dynamic presentations and reporting on a quarterly and annual basis
Track key fund KPIs and analyze against market trends and past and projected performance
Work closely with the due diligence team for both existing and potential new investors
Qualification
Required
2-6 years of relevant reporting and analytics experience
Advanced Excel skills
Preferred
An understanding of credit investments a plus, not required
Company
WhiteCap Search
WhiteCap Search is a staffing and recruiting firm that functions to enhance the experience of the job search process.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jerry Battipaglia
Co-Founder & CEO
B
Barbara Tamberlane
COO and Founding Partner
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