Man Group→
Portfolio Management Analyst at Man Group in New York
Entry LevelOn-siteFull-timeNew York$100k–$110k/yr
Skills
financial statement analysisvaluation methodsprivate credit experienceexcel proficiencycfacpa designationunderstanding sqlpower bi knowledgepython knowledgeilevel experiencecollaborative work styleself-motivated
Job Description
Summary: Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients. The Portfolio Management Analyst will monitor the performance of portfolio companies, assist deal-teams on assigned investments, and ensure the accuracy of financial data while facilitating investor reporting workflows.
Responsibilities:
- Monitoring the performance of 15-20 portfolio companies
- Assisting deal-teams on assigned investments
- Ensuring the accuracy and completeness of financial data maintained on an internal platform
- Ongoing identification and analysis of portfolio risk trends
- Completing quarterly portfolio account and valuation updates
- Liaising with credit rating agencies to establish and maintain credit ratings
- Facilitating investor reporting workflows
- Working closely with other areas of the business (Underwriting, Capital Markets, Business Development, Investor Relations, Operations)
- Servicing specific tasks that arise such as fundraising, preparation of materials for Board of Directors meetings
Required Qualifications:
- Qualified candidates must have a finance or accounting background with strong financial statement analysis skills
- Highly self-motivated, with the ability to manage multiple tasks concurrently
- 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, fostering confidence when sharing/presenting information
- Proven ability to deliver consistent, reliable and timely execution in a time-sensitive role
- Fluent in Excel and Power
Preferred Qualifications:
- Experience with valuation methods (discounted cash flow modeling and debt pricing), credit rating processes and procedures, as well as data aggregation and reporting are a plus
- Experience in private credit or private equity and direct lending strategy a plus
- Experience using iLevel a plus
- Finance or accounting designation such as CFA or CPA a plus
- Understanding SQL, Power BI and Python a plus
Required Skills: Financial statement analysis, Valuation methods, Private credit experience
Important Skills: Excel proficiency, CFA, CPA designation
Nice-to-Have Skills: Understanding SQL, Power BI knowledge, Python knowledge, iLevel experience, Collaborative work style, Self-motivated
Benefits: Competitive holiday entitlements, Pension/401k, Life and long-term disability coverage, Group sick pay, Enhanced parental leave, Long-service leave, Private medical coverage, Discounted gym membership options, Pet insurance
Benefits
Competitive holiday entitlements
Pension/401k
Life and long-term disability coverage
Group sick pay
Enhanced parental leave
Long-service leave
Private medical coverage
Discounted gym membership options
Pet insurance