Ares Management→
Analyst/Associate, Portfolio… at Ares Management · New York
Entry LevelHybridFull-timeNew York, NY$95k–$125k/yr
Skills
finance experiencevaluation methodsadvanced ms excelms powerpointcreative problem solverself-motivated
Job Description
Summary: Ares Management is a leading firm focused on shared prosperity and a better future through its diverse team and inclusive culture. They are seeking an Analyst/Associate for their Direct Lending – Portfolio Management department, responsible for portfolio monitoring, valuation, analytics, and restructurings while collaborating with various departments across the firm.
Responsibilities:
- Monitor and manage 15-20 assigned corporate debt and equity investments
- Provide direct support to deal teams as necessary including assisting with re-underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
- General portfolio management including quarterly valuation and reporting
- Communicate with portfolio company management teams and sponsors to assist with the detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
- Utilize firm’s proprietary software tools for company tracking of KPIs
- Perform mark-to-market quarter end valuations
- Analyze portfolio trends and track relevant current market activities
- Develop and produce periodic and ad hoc reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external target audiences (investors, limited partners)
Required Qualifications:
- Bachelor's degree or international equivalent
- 1-3 years of finance or accounting experience with exposure to valuation methods required
- Advanced MS Excel modeling skills (v-lookup, macros, and pivot tables)
- Beginning to intermediate MS PowerPoint skills
- Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment
- Creative problem solver
- Exceptional interpersonal skills
- Impeccable integrity and trustworthiness
Required Skills: Finance experience, Valuation methods, Advanced MS Excel
Important Skills: MS PowerPoint
Nice-to-Have Skills: Creative problem solver, Self-motivated
Benefits: Comprehensive Medical/Rx, Dental and Vision plans, 401(k) program with company match, Flexible Savings Accounts (FSA), Healthcare Savings Accounts (HSA) with company contribution, Basic and Voluntary Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) insurance, Employee Assistance Program (EAP), Commuter Benefits plan for parking and transit, Access to a world-class medical advisory team, A mental health app that includes coaching, therapy and psychiatry, A mindfulness and wellbeing app, Financial wellness benefit that includes access to a financial advisor, New parent leave, Reproductive and adoption assistance, Emergency backup care, Matching gift program, Education sponsorship program
Benefits
Comprehensive Medical/Rx
Dental and Vision plans
401(k) program with company match
Flexible Savings Accounts (FSA)
Healthcare Savings Accounts (HSA) with company contribution
Basic and Voluntary Life Insurance
Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
Employee Assistance Program (EAP)
Commuter Benefits plan for parking and transit
Access to a world-class medical advisory team
A mental health app that includes coaching, therapy and psychiatry
A mindfulness and wellbeing app
Financial wellness benefit that includes access to a financial advisor
New parent leave
Reproductive and adoption assistance
Emergency backup care
Matching gift program
Education sponsorship program