•Monitor an assigned portfolio of private credit and asset-based investments, reviewing financials and tracking covenant and loan compliance
•Assist in underwriting new investment opportunities and re-underwriting existing portfolio companies to evaluate ongoing credit quality
•Conduct quarterly valuations and mark-to-market analysis to support fair value determinations and investor reporting
•Build and maintain financial models, including cash flow projections, covenant sensitivity, duration and IRR analysis
•Analyze borrower cash flows, collateral coverage, deal structure, and sector trends to assess credit quality
•Prepare portfolio monitoring reports, KPI dashboards, and performance updates for management and investment committees
•Support implementation of dashboards, reporting tools, and AI-driven process improvements
•Support structuring and closing of amendments, add-on financings, and waivers alongside deal team members
•Draft investment committee memoranda on new investments, account amendments, and renewals
•Coordinate with legal, valuation, and accounting advisors on diligence and documentation
•Communicate with portfolio company management and sponsors, including lender calls and board meetings
•Track market and industry trends across assigned sectors and portfolio companies
•Assist in documenting process frameworks and file maintenance protocols; lead ad hoc portfolio projects