Overview In this role, you partner with investment professionals to support origination, underwriting, and portfolio management workflows for private investment-grade transactions. You'll translate investment team needs into scalable reporting and technology solutions, and help develop tools and analyses for credit monitoring and portfolio surveillance. You will own deal and portfolio management platforms, build dashboards, and support AI-enabled tooling for improved reporting. The position sits at the intersection of Investments, Operations, and IT, enabling data-driven decision making and streamlining workflows. This is a growth-focused role at a leading asset manager, offering the chance to shapen
Compensation / Benefits- leave programs
- adoption assistance
- student loan repayment programs
- annual discretionary bonus
- incentive program
- comprehensive benefits
Responsibilities- Support origination, underwriting, and portfolio management workflows for private investment-grade transactions
- Elicit business requirements and translate them into scalable reporting, dashboards, and tech solutions
- Develop tools and analyses for underwriting, credit monitoring, portfolio surveillance, and investment committee materials
- Own and maintain deal/portfolio management platforms and related dashboards and reports
- Reduce manual data gathering by automating data processes and enhancing workflows
- Support rollout and adoption of AI-enabled tools for credit memo drafting and covenant monitoring
- Coordinate between Investments and Operations/IT on platform enhancements and data integration
- Create basic SQL, Python, or similar scripts to support data integration and reporting automation
Key requirements- 8+ years in investment management, financial services, or business analyst/platform support
- Strong analytical, problem-solving, and business process improvement skills
- Hands-on experience with operational/analytical systems in an investment environment
- Working knowledge of SQL, Python, or similar data tools
- Experience supporting system implementations, platform enhancements, API integrations, or tech rollouts with Operations and IT
- Ability to translate business needs to technology solutions for both investment professionals and tech teams
- Bachelor's degree; advanced degree preferred
- effective communicator across technical and non-technical stakeholders
- strong collaboration with cross-functional teams
- problem-solving mindset
- SQL
- Python
- data integration
