Portfolio Analyst (Private Capital)

TL;DR

Portfolio Analyst (Private Capital): Supporting the Lumonic subsidiary in portfolio monitoring and compliance for private credit lenders with an accent on financial statement analysis and customer feedback. Focus on automating reporting processes and refining the proprietary credit management platform.

Location: Onsite in Austin, Texas, United States. Must be authorized to work in the US without visa sponsorship.

Salary: $70,000–$80,000

Company

hirify.global, a Morningstar company, is a leading provider of financial data and software for private markets.

What you will do

• Collect and organize financial statements to ensure accurate and efficient data management.
• Collaborate with customers to gather feedback and ensure their needs are met.
• Provide insightful feedback on existing products and contribute to the development of new features.
• Actively test product improvements to enhance user experiences.
• Work cross-functionally with Sales, Implementation, and Customer Success teams.

Requirements

• Bachelor’s degree, typically in Finance or Accounting.
• 1+ years of work experience, including internships.
• Proficiency with financial statements and strong attention to detail.
• Must be authorized to work in the United States without the need for visa sponsorship.
• Excellent written and verbal communication skills.
• Ability to work independently in a fast-paced environment.

Culture & Benefits

• Comprehensive health, dental, and life insurance (STD, LTD, AD&D).
• 401k match and shared ownership employee stock program.
• Paid sabbatical program after four years and generous vacation/sick leave.
• Annual educational stipend and CFA exam stipend.
• Monthly transportation stipend and subsidized emergency childcare.
• Robust training programs on industry and soft skills.