Job Description

PitchBook’s Portfolio Analyst supports the Lumonic subsidiary, focusing on portfolio monitoring for private credit lenders. This involves tracking KPIs, managing borrower compliance, and analyzing financial statements, while also gathering customer feedback and contributing to product development.

Responsibilities

• Collect and organize financial statements
• Gather customer feedback
• Provide product feedback and contribute to development
• Test product improvements
• Collaborate with Sales, Implementation, and Customer Success teams
• Support company vision and values
• Participate in company initiatives

Requirements

• Bachelor’s degree in Finance or Accounting
• 1+ years of work experience
• High-level customer service skills
• Adaptability to changing business needs
• Problem-solving skills
• Independent and team work abilities
• Sound judgement and decision-making
• Proficiency with financial statements
• Attention to detail
• Excellent communication skills
• US work authorization

Benefits

• No benefits