The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments. This role plays a key part in monitoring portfolio performance, assessing credit risk, and supporting data-driven investment decisions across a diverse portfolio of private credit investments.
This is an excellent opportunity for an early-career finance professional to gain hands-on experience in portfolio management, financial analysis, and investment decision-making within a collaborative, high-performing team.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Private Credit, Portfolio Management Analyst:
- Monitor the ongoing performance of private credit investments, identifying trends, risks, and areas of concern
- Track key performance indicators (KPIs) and escalate underperforming assets to senior leadership
- Analyze financial statements, industry trends, and company performance to assess overall credit health
- Build and maintain financial models, including scenario and sensitivity analyses
- Prepare periodic reports and detailed portfolio reviews for senior stakeholders
- Monitor covenant compliance and evaluate the impact of any deviations
- Support quarterly valuation analysis and maintain portfolio data and reporting tools
- Conduct industry research to support portfolio monitoring and investment insights
- Partner with the investment team on additional opportunities and ad hoc analysis
What's in it for you
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Inclusion and Culture: A respectful environment that values unique contributions.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
What sets you up for success
Qualifications
- Bachelor's degree in finance, accounting, or a related field
- 0--2 years of experience in private credit or a related area (e.g., underwriting, leveraged loans, high-yield investments)
Preferred Skills
- Strong financial modeling and quantitative analysis capabilities
- Effective communication and presentation skills
- High attention to detail with strong analytical and problem-solving abilities
- Intellectual curiosity and a proactive approach to learning
- Collaborative mindset with the ability to partner across teams
- Proficiency in Microsoft Excel and related analytical tools
Skills Required
- Bachelor's degree in finance, accounting, or a related field
- 0--2 years of experience in private credit or a related area
What We Do
Constellation® is a growing portfolio of medical professional liability insurance and partner companies including MMIC, UMIA, Arkansas Mutual and MMIC RRG. We were formed in response to the ever-changing realities of health care and dedicated to reducing risk and supporting physicians and care teams, thereby improving business results. We help medical professionals attain their dream to help, heal, and serve. Our strategy is based on the fundamental belief that together we are stronger, that by sharing resources and expertise, we can help physicians, health care teams and health care institutions reduce risk, improve care and increase profitability. The best part is, what we do is good for everybody. This is how we arrived at our brand strategy, ”Together for the common good.” By working together, we all become part of something bigger than ourselves." Our insurance protects something we can all get behind: Your commitment to provide the very best in care For decades we have been backing the great work of physicians, clinics, hospitals, health systems and senior living communities throughout the country. And, we're mutual—our policyholders are owners, and their influence and expertise help guide the decisions that have made us financially strong for more than three decades. And, our policies come with brainpower—our responsive team is here to answer your questions, help you manage unanticipated situations, and keep you current in the ever-changing health care industry. We offer webinars, assessments and events, plus data analytics and action plans—all designed to help you minimize your risks and improve patient safety practices, using data-informed, customized action plans.
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