Project Manager

Overview

• Support the U.S. Credit team in enhancing portfolio analytics and reporting capabilities.
• Collaborate with investment professionals to streamline processes and improve decision-making.
• Develop and manage investment processes and templates for financial data analysis.
• Leverage technology to automate production and increase efficiency in reporting.
• Work closely with the Managing Director and interact across the organization.
• Contribute to organizational infrastructure improvements and data management practices.
• Participate in a hybrid work model with flexibility for remote work on Fridays.
• Engage in a dynamic environment focused on investment and financial analysis.

Key Responsibilities & Duties

• Prepare and analyze data for investment decision-making and portfolio management.
• Manage and review data quality from internal and external sources.
• Assist in maintaining risk ratings, portfolio monitoring, and deal tracking processes.
• Develop templates for financial and qualitative data review.
• Understand investment portfolios to support process development and management.
• Support technology initiatives to enhance reporting and analytical capabilities.
• Collaborate with team members to improve organizational efficiency.
• Ensure timely documentation and sharing of data with the team.

Job Requirements

• Bachelor's degree in finance, economics, mathematics, or a related field.
• 4-6 years of experience in an investment-related field.
• Proficiency in data management, SQL, and data visualization tools like PowerBI.
• Strong organizational skills and ability to manage multiple projects.
• Excellent communication and presentation skills.
• Advanced skills in Excel, PowerPoint, and familiarity with Bloomberg.
• Interest in pursuing CFA designation is preferred.
• Experience with Allvue and DealCloud is a plus.