Portfolio Analyst, Private Capital

The role

This person will support the Lumonic subsidiary with portfolio monitoring. They will track key performance indicators, manage borrower compliance requirements, and analyze financial statements.

What you will do

• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with customers to gather feedback
• Provide feedback on existing products and contribute to development of new features
• Play an active role in testing product improvements
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams
• Support the vision and values of the company through role modeling
• Participate in various company initiatives and projects as requested

Required qualifications

• Bachelor’s degree, commonly in Finance or Accounting
• 1+ years of work experience, including internship experience
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Nice to have

• Ability to provide a high-level of customer service
• Adaptable to unique and changing business needs
• Demonstrated success in problem solving and taking ownership to resolve issues
• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgment to make decisions
• Proficiency with financial statements
• Process-oriented and organized, with amazing attention to detail
• Excellent written and verbal communication skills

Benefits

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days
• Matching gifts program

Before you apply

• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

About the company

PitchBook, a Morningstar company, is a collaborative company that invests in innovation and learning. Lumonic is a subsidiary of PitchBook and is a private credit management platform.