Portfolio Analyst, Private Capital at PitchBook · Austin, TX · Joined
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Portfolio Analyst, Private Capital
PitchBook · Austin, TX · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
$70k–$80kListed
Workplace
On-site
Job type
Full-time
Level
Junior
Team: Lumonic · Source: jobright · Posted by joined-scrapper
About the role
Support Lumonic's private credit portfolio monitoring by organizing financial statements, tracking performance and compliance, and providing feedback on product improvements.
What you’ll do
Organize financial statements for customer portfolios
Track portfolio performance and compliance
Provide product feedback and test improvements
Support customer portfolio monitoring
Deliver high-level customer service
Adapt to unique and changing business needs
What you’ll need
Bachelor's degree, commonly in Finance or Accounting
1+ years of work experience, including internships
Must be authorized to work in the U.S. without visa sponsorship
Proficiency with financial statements
Demonstrated problem-solving and ownership skills
Excellent written and verbal communication skills
Original job description
PitchBook is hiring a Portfolio Analyst to support its Lumonic subsidiary, a private credit management platform. The role supports customer portfolio monitoring by organizing financial statements, tracking performance and compliance, and providing product feedback and testing improvements.Bachelor's degree, commonly in Finance or Accounting1+ years of…