Portfolio Management: Prepare/coordinate quarterly portfolio review process Review/analyze quarterly portfolio review materials Review/analyze portfolio level and portfolio company level statistics and trends Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials Facilitate and coordinate materials for ad-hoc internal/external requests and projects Review/analyze and track amendment activity across the portfolio Coordinate with finance team on internal valuation process Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates BA/BS required Strong analytical and financial skills, credit/investing background a plus 3+ years of finance experience Experience in a credit and/or portfolio management type position is preferred Strong working knowledge of cash flow modeling, credit analysis and credit documentation Strong communication and presentation skills Strong capabilities in Excel and PowerPoint Ability to work within a team and under tight deadlines High commitment and strong work ethic Committed to delivering the highest quality work product; strong attention to detail Proactive; self-motivated and goal oriented Ability to effectively prioritize and handle multiple tasks Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $115,000 and $130,000 per year for Associate level and between$125,000 and $140,000 at the Sr. Associate level and between $150,000 and 170,000 at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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