Portfolio Analyst (Private Capital)

Join Lumonic, a subsidiary of PitchBook, as a Portfolio Analyst (Private Capital). In this role, you will support our private credit management platform by monitoring customer portfolios, tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements. You will collaborate with customers to gather feedback, contribute to product development, and work cross-functionally with Sales, Implementation, and Customer Success teams. A bachelor's degree in Finance or Accounting and 1+ years of work experience are required.

Responsibilities

• Collect and organize financial statements to ensure accurate and efficient data management, and track key performance indicators.
• Collaborate with customers to gather feedback, provide insights on existing products, and contribute to the development of new features.
• Play an active role in testing product improvements, and collaborate cross-functionally with Sales, Implementation, and Customer Success teams.

Requirements

• Must be authorized to work in the United States without the need for visa sponsorship now or in the future
• 1+ years of work experience, including internship experience
• Bachelor’s degree, commonly in Finance or Accounting
• Excellent written and verbal communication skills
• Process-oriented, organized, and with amazing attention to detail

Proficiency with financial statements

• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgement to make decisions
• Demonstrated success in problem solving and ownership to resolve issues
• Adaptable to unique and changing business needs
• Ability to provide a high-level of customer service

Pay

USD 70,000 - 80,000