Senior Associate, Portfolio Finance
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Associate, Portfolio Finance (Private Credit): Optimizing liquidity, financing facilities, and cash deployment across private credit portfolios with an accent on cash-flow forecasting, leverage management, and portfolio risk metrics. Focus on building financial models, coordinating cross-functional projections, managing FX hedging processes, and supporting financing decisions in growing portfolios.
Location: Onsite in New York, New York, United States
Salary: $120,000–$155,000 USD
Company
is a global private markets investment manager focused on primary investments, secondary investments, growth equity, private credit, and co-investments.
What you will do
- Optimize liquidity and financing usage across evergreen, closed-ended, and custom private credit portfolios.
- Build and maintain forward-looking models covering deal pipelines, capital flows, asset lifecycle events, and financing transactions.
- Monitor cash levels, financing facilities, target leverage, and portfolio performance metrics.
- Coordinate projections with investment, risk, operations, accounting, and tax teams.
- Develop portfolio risk metrics and monitor compliance with established leverage and cash-level guidelines.
- Execute FX hedging processes across the investment portfolio.
Requirements
- 5–7 years of investment management experience, including at least 4 years in private credit portfolio finance, treasury, or a similar function.
- Familiarity with BDCs, CLOs, treasury functions, financing products, and financing providers.
- Strong quantitative, analytical, critical-thinking, and problem-solving skills with a financial engineering mindset.
- Experience collaborating with multiple internal and external stakeholders while maintaining accuracy under tight deadlines.
- Ability to prioritize and independently execute projects while directing and managing support staff.
Nice to have
- Experience with private markets credit facilities or structured finance.
- Advanced degree with a background in quantitative finance or modeling.
- Experience with R, database design, and developing analytical tools.
Culture & Benefits
- Employee-owned firm with a collaborative, intellectually rigorous, and integrity-focused culture.
- Medical, dental, and vision coverage.
- 401(k) with immediate vesting, employer match, and profit sharing.
- Flexible spending accounts, paid parental leave, generous paid time off, and commuter benefits.
- Employer-paid short- and long-term disability and life insurance, plus additional voluntary benefits.
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