Portfolio Analyst
Crescent Capital · Los Angeles, CA
- On site
- Full-time
- $85,000 / year
- Los Angeles, CA
Job highlights
- Analyze portfolio data and generate reports.
- Collaborate with investment, accounting, and IR teams.
- Prepare compliance and marketing materials.
- Analyze financial performance and credit statistics.
- Support strategic projects and ad hoc analyses.
About the role
Portfolio Analyst
The Portfolio Analyst position works in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and will be liaising with all key functions across the Crescent platform including the investment, accounting, compliance and investor relations teams. The analyst will be responsible for recurring reporting deliverables, supporting internal review processes, and contributing to strategic projects and ad hoc portfolio analyses. The role is well-suited for candidates with a strong foundation in finance or accounting who are detail-oriented self-starters eager to gain hands-on experience in private credit portfolio management.
Responsibilities
- Produce ongoing portfolio-level reporting and risk analysis for both internal and external distribution (loan tapes, credit facility reporting, new deal and amendment trackers, pipeline report).
- Assist in the ongoing maintenance of a database of portfolio company and fund level information.
- Work with investment, accounting and IR teams to prepare quarterly board materials, earnings presentations and BDC comp analysis.
- Prepare various compliance reports including co-investment reports, allocation schedules, managerial assistant letters and other related materials.
- Assist in the preparation of prospective investor marketing materials.
- Assist in the quarterly portfolio company level valuation process.
- Perform analysis of portfolio company level financial performance, loan covenants and other credit statistics.
- Participate in a wide variety of special projects and ad-hoc reports.
Required Qualifications & Experience
- Bachelor’s degree with a record of strong academic performance; preferred concentration in finance, accounting, business, economics, or related field.
- 1-3 years of finance, accounting, or other directly relevant experience.
- Exceptional quantitative and modeling skills, with ability to conceptualize and learn complex financial data.
- Strong attention to detail with the ability to synthesize multiple sources of information.
- Industry knowledge and familiarity with loan terms, capital structures, and credit documentation is strongly preferred.
- Highly motivated self-starter with superb verbal and written communication skills.
- Ability to work collaboratively and productively in a cross-functional team environment while maintaining a high degree of individual accountability.
- Proven ability to manage multiple deliverables and deadlines in a fast-paced environment while maintaining attention to detail and accuracy.
- Strong proficiency in Microsoft Excel, PowerPoint, and Word; experience with SQL or portfolio analytics tools is beneficial but not required.
Key skills/competency
- Portfolio Analysis
- Financial Reporting
- Risk Analysis
- Private Credit
- Database Management
- Financial Modeling
- Compliance Reporting
- Valuation
- Credit Analysis
- Microsoft Excel
Skills & topics
- Portfolio Analyst
- Private Credit
- Financial Analysis
- Reporting
- Risk Management
- Investment Analysis
- Finance
- Accounting
- Los Angeles
- Credit Analysis
How to get hired
- Tailor your resume: Highlight finance/accounting experience and quantitative skills.
- Showcase attention to detail: Emphasize accuracy in past reporting or analytical tasks.
- Demonstrate self-starter ability: Provide examples of taking initiative on projects.
- Prepare for technical questions: Be ready to discuss financial modeling and Excel proficiency.
- Understand the industry: Research private credit, loan terms, and capital structures.
Technical preparation
Master Excel functions and pivot tables.,Practice financial modeling and data analysis.,Review private credit and loan terminology.,Familiarize with SQL basics if possible.
Behavioral questions
Describe a time you managed competing deadlines.,How do you ensure accuracy in your work?,Give an example of proactive problem-solving.,How do you collaborate with different teams?
Frequently asked questions
- What are the key responsibilities for a Portfolio Analyst at Crescent Capital?
- As a Portfolio Analyst at Crescent Capital, you will be responsible for producing portfolio-level reporting and risk analysis, maintaining databases, preparing board and marketing materials, conducting financial performance analysis, and participating in special projects. You will work closely with investment, accounting, compliance, and investor relations teams.
- What qualifications are essential for the Portfolio Analyst role at Crescent Capital?
- Crescent Capital requires a Bachelor's degree with a strong academic record in finance, accounting, business, or economics. Essential qualifications include 1-3 years of relevant experience, exceptional quantitative and modeling skills, strong attention to detail, and proficiency in Microsoft Excel, PowerPoint, and Word. Familiarity with private credit industry terms is highly preferred.
- Is experience with specific software or tools required for the Portfolio Analyst position?
- Strong proficiency in Microsoft Excel, PowerPoint, and Word is required for the Portfolio Analyst position. While experience with SQL or other portfolio analytics tools is beneficial and preferred, it is not strictly required, indicating a willingness to train on these if necessary.
- What is the typical career progression for a Portfolio Analyst at Crescent Capital?
- While specific career paths vary, a Portfolio Analyst at Crescent Capital gains valuable experience in private credit portfolio management, financial analysis, and reporting. This foundation can lead to roles in investment analysis, portfolio management, or other specialized finance positions within the firm or broader financial industry.
- How does Crescent Capital value attention to detail in the Portfolio Analyst role?
- Crescent Capital places a high emphasis on attention to detail for the Portfolio Analyst. This is evident in the requirement to synthesize multiple information sources, manage multiple deliverables accurately under deadlines, and prepare detailed compliance and financial reports.