The Horizon Group
July 17, 2023
Job Type
Salary Range
$95,000 - $140,000


Title: Portfolio Management Analyst

Company: Private Investment Management Firm

Location: Manhattan, NY

$95,000 - $140,000



The Horizon Group is searching for a Portfolio Management Analyst for a private investment management firm in Manhattan, NY. Join the dynamic and entrepreneurial team at a leading private investment management firm, operating a multi-strategy investment manager and insurance/reinsurance companies. With a strong capital base, our client provides financing solutions to middle market companies through their Private Credit team.

As a Portfolio Management Analyst, you will play a crucial role in maintaining and analyzing the private credit investments and portfolios. This is an excellent opportunity to work in a collaborative environment and contribute to the growth and success of the firm.


Location and Compensation:

This position is based in Manhattan, NY, and the team primarily works at the Midtown office 3-4 days per week. Compensation will be commensurate with experience.


Join The Team:

Be part of an entrepreneurial, collaborative, and meritocratic environment that encourages innovation and growth. We offer exciting opportunities for professional development and the chance to work with a dynamic team in the heart of New York City's financial district.

We look forward to reviewing your application for the Portfolio Management Analyst and discussing the potential for you to join the team at this exciting time of growth and opportunity.



  • Maintain quarterly reports and internal database for our private credit investments and portfolios.
  • Monitor and analyze investment performance, including risk and return metrics, portfolio allocation, and market trends.
  • Collaborate with investment teams and portfolio managers to provide operational support, including trade execution and compliance monitoring.
  • Identify potential operational challenges and process improvements, utilizing analytical skills to enhance efficiency.



  • 2-4 years of professional experience in investment operations, portfolio management, fund administration, banking, or related roles.
  • Familiarity with private credit investments and fund structures preferred.
  • Experience in analyzing investment performance and preparing reports and presentations.
  • Exposure to non-traditional fixed income investments, such as private credit or structured credit, is a plus.
  • Bachelor's degree or equivalent qualification.



  • Strong attention to detail and organizational skills, with the ability to work independently in a fast-paced environment.
  • Excellent communication skills, both written and verbal, with the ability to think critically.
  • Proactive approach to continuous learning and professional development.
  • Proficiency in Microsoft Excel, PowerPoint, and other relevant software.
  • Ability to adapt to new portfolio management software and systems.


Drop files here browse files ...

Related Jobs