VP Portfolio Analytics & Reporting

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

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