Portfolio Management Analyst at Man Group | New York | Rezi

Portfolio Management Analyst at Man Group

Portfolio Management Analyst

Man Group · New York

Today

Portfolio Management Analyst

Man Group · New York

5 hours ago
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About the Role

This role involves monitoring the performance of portfolio companies, assisting deal teams, ensuring financial data accuracy, analyzing portfolio risk trends, and facilitating investor reporting. The position offers the opportunity to collaborate with various business areas and service providers.

Responsibilities

  • Monitor the performance of 15-20 portfolio companies.
  • Assist deal-teams on assigned investments.
  • Ensure the accuracy and completeness of financial data on an internal platform.
  • Identify and analyze portfolio risk trends.
  • Complete quarterly portfolio account and valuation updates.
  • Liaise with credit rating agencies to establish and maintain credit ratings.
  • Facilitate investor reporting workflows.
  • Collaborate with Underwriting, Capital Markets, Business Development, Investor Relations, and Operations.
  • Coordinate with service providers for tasks such as fundraising and Board of Directors meeting material preparation.

Requirements

  • Finance or accounting background with strong financial statement analysis skills.
  • Highly self-motivated with the ability to manage multiple tasks concurrently.
  • Experience with valuation methods (discounted cash flow modeling and debt pricing).
  • Experience with credit rating processes and procedures.
  • Experience with data aggregation and reporting.
  • Experience in private credit or private equity and direct lending strategy is a plus.
  • Collaborative work style across functions with high energy, enthusiasm and drive.
  • Strong communication skills with the ability to clearly articulate views verbally and in writing.
  • Proven ability to deliver consistent, reliable and timely execution in a time-sensitive role.
  • Fluent in Excel and PowerPoint.
  • Experience using iLevel is a plus.
  • Finance or accounting designation such as CFA or CPA is a plus.
  • Understanding SQL, Power BI and Python is a plus.

Skills

  • Financial statement analysis
  • Valuation methods
  • Credit rating processes
  • Data aggregation
  • Reporting
  • Excel
  • PowerPoint
  • SQL
  • Power BI
  • Python

Location

  • London

Work Type

  • Full-time

Experience Level

  • Analyst

Education Level

  • Finance or accounting background
  • CFA or CPA designation is a plus

Salary/Compensations

  • $100,000 - $110,000 USD

Benefits

  • Competitive holiday entitlements
  • Pension/401k
  • Life and long-term disability coverage
  • Group sick pay
  • Enhanced parental leave
  • Long-service leave
  • Private medical coverage (location dependent)
  • Discounted gym membership options (location dependent)
  • Pet insurance (location dependent)
  • Discretionary bonus

About the Company

  • Man Group is a global alternative investment management firm.
  • Focuses on pursuing outperformance for sophisticated clients via Systematic, Discretionary and Solutions offerings.
  • Utilizes talent and advanced technology for investment strategies.
  • Strategies span public and private markets across all major asset classes, with a significant focus on alternatives.
  • Adopts a partnership approach with clients, creating tailored solutions.
  • Headquartered in London, manages $253.6 billion.
  • Operates across multiple offices globally.
  • Man Group plc is listed on the London Stock Exchange (ticker EMG.LN) and is a constituent of the FTSE 250 Index.

Equal Opportunity

  • Man Group champions equality of opportunity.
  • Values inclusion and diversity.
  • Provides equal employment opportunities to all applicants and employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status.
  • Is a Disability Confident Committed employer.