VP Portfolio Analytics & Reporting
atlantic groupNew York (NY)
About the role
Firm: Private Equity Credit Manager
Job Summary:
Own portfolio monitoring and reporting across the Credit platform, including borrower financials, KPIs and investment data. Manage borrower data from initial collection through standardization, analysis and integration into portfolio monitoring systems. Produce internal portfolio reporting, investor/IR deliverables, DDQs and ad hoc credit analyses. Build and enhance financial models and automated reporting workflows using modern data and AI tools. Partner closely with Credit Investments, Asset Management, Investor Relations and Technology on reporting and portfolio-monitoring initiatives. Lead process and technology improvement projects designed to make credit reporting more accurate, scalable and efficient.
Requirements:
6–10 years of experience in private credit portfolio monitoring, asset management, or investment/investor reporting Strong financial statement/modeling skills and experience working with borrower financials, portfolio data and lender/borrower relationships. Hands-on experience building automated solutions using AI/data tools and partnering with Technology teams; exposure to platforms such as iLevel, Chronograph or Cobalt a plus#50509
Before you apply
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