Senior Portfolio Operations Analyst, Structured Credit – Global Private Equity Firm

We are seeking a Senior Portfolio Operations Analyst who is interested in joining a leading private equity firm that offers excellent mentorship through leaders from top firms, a multifaceted role with numerous opportunities for learning and career advancement, and a strong compensation package.
 

Company, Position & Team Highlights

• Excellent visibility with leadership & global teams across portfolio management, operations, investor relations, compliance, tax, legal, and technology to ensure fund compliance for structured products
• Professional Growth: Join a globally recognized firm that values innovation, fosters professional development, and provides exposure to diverse asset classes, such as leveraged loans, high-yield bonds, CLOs/CDOs, and FX hedges.
• Dynamic & Strategic Responsibilities: Oversee indenture and credit agreement compliance, manage borrowing base availability, and ensure accurate financial & performance reporting for structured products and funds through ongoing analysis of investment activity. This role will also collaborate closely with internal & external stakeholders, such as PMs to support their investment objectives and trade requests, the deals team to anticipate cash needs for deals and support their reporting process, IR for various investor reports, and frequently engage with lenders and administrative agents. Plus, opportunities to work with the tech team to design and implement innovative solutions that streamline and automate processes.
• Generous Compensation Package: Competitive Base + Annual Performance Bonus + Profit Sharing
• Excellent Benefits: Comprehensive Healthcare Plans, 37 Days Total PTO, Family Leave, Education Assistance, HSA/FSA, and more
• Flexible Work Environment: Hybrid Schedule (3 days in-office, 2 days WFH)
• Collaborative Culture: Work within a high-caliber team that values analytical problem-solving, proactive thinking, and cross-functional collaboration.

Qualifications

1. Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required. Advanced degrees and certifications (CPA, CFA) are a plus.
2. Experience: 2+ years of relevant work experience, preferably in structured credit (e.g., leveraged loans, CLO / CDO, distressed debt) in portfolio operations, derivatives analysis, public accounting (audit/tax), or a rigorous financial role.
3. Soft Skills: Impeccable professionalism, both in communication & presentation; collaborative and able to take the initiative and work autonomously; and analytical skill with an attention to detail are highly valued