Portfolio Analyst
Crescent Capital Group is an alternative asset manager with approximately $50 billion of assets under management and approximately 225+ employees. The Portfolio Analyst position is in the Private Credit team, responsible for portfolio-level reporting and analytics, liaising with key functions across the organization, and contributing to strategic projects and ad hoc analyses.
Responsibilities
- Produce ongoing portfolio-level reporting and risk analysis for both internal and external distribution (loan tapes, credit facility reporting, new deal and amendment trackers, pipeline report)
- Assist in the ongoing maintenance of a database of portfolio company and fund level information
- Work with investment, accounting and IR teams to prepare quarterly board materials, earnings presentations and BDC comp analysis
- Prepare various compliance reports including co-investment reports, allocation schedules, managerial assistant letters and other related materials
- Assist in the preparation of prospective investor marketing materials
- Assist in the quarterly portfolio company level valuation process
- Perform analysis of portfolio company level financial performance, loan covenants and other credit statistics
- Participate in a wide variety of special projects and ad-hoc reports
Skills
- Bachelor's degree with a record of strong academic performance; preferred concentration in finance, accounting, business, economics, or related field
- 1-3 years of finance, accounting, or other directly relevant experience
- Exceptional quantitative and modeling skills, with ability to conceptualize and learn complex financial data
- Strong attention to detail with the ability to synthesize multiple sources of information
- Highly motivated self-starter with superb verbal and written communication skills
- Ability to work collaboratively and productively in a cross-functional team environment while maintaining a high degree of individual accountability
- Proven ability to manage multiple deliverables and deadlines in a fast-paced environment while maintaining attention to detail and accuracy
- Strong proficiency in Microsoft Excel, PowerPoint, and Word
- Industry knowledge and familiarity with loan terms, capital structures, and credit documentation is strongly preferred
- Experience with SQL or portfolio analytics tools is beneficial but not required
Benefits
- Maternity/parental leave
- Fertility benefits
- Benefits coverage for domestic partners
Company Overview