Portfolio Analyst

Who you are

• Bachelor’s degree, commonly in Finance or Accounting
• 1+ years of work experience, including internship experience
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future
• Ability to provide a high-level of customer service
• Adaptable to unique and changing business needs
• Demonstrated success in problem solving and ownership to resolve issues
• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgement to make decisions
• Proficiency with financial statements
• Process-oriented, organized, and with amazing attention to detail
• Excellent written and verbal communication skills

What the job involves

• Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders
• Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time
• PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring
• This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements
• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
• Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
• Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested