Private Credit - Portfolio Analyst

Crescent Capital Group • Los Angeles, CA

3d

About The Position

The Portfolio Analyst will join Crescent’s Private Credit team in Los Angeles and will play an integral role in monitoring the firm’s portfolio of private credit investments. This position offers broad exposure to portfolio company performance, fund-level reporting and analysis, and cross-functional collaboration with investment, operations, and investor relations teams. The analyst will be responsible for recurring reporting deliverables, supporting internal review processes, and contributing to strategic projects and ad hoc portfolio analyses. The role is well-suited for candidates with a strong foundation in finance or accounting who are detail-oriented self-starters eager to gain hands-on experience in private credit portfolio management.

Requirements

• Bachelor’s degree with a record of strong academic performance; preferred concentration in finance, accounting, business, economics, or related field
• 1-3 years of finance, accounting, or other directly relevant experience
• Strong financial and analytical skills with a demonstrated ability to independently interpret and synthesize data into clear insights
• Highly motivated self-starter with superb verbal and written communication skills
• Ability to work collaboratively and productively in a cross-functional team environment while maintaining a high degree of individual accountability
• Proven ability to manage multiple deliverables and deadlines in a fast-paced environment while maintaining attention to detail and accuracy
• Strong proficiency in Microsoft Excel, PowerPoint, and Word

Nice To Haves

• Industry knowledge and familiarity with loan terms, capital structures, and credit documentation is strongly preferred
• experience with SQL or portfolio analytics tools is beneficial but not required

Responsibilities

• Reviewing and analyzing portfolio company financial statements and key credit metrics to monitor performance and risk
• Preparing recurring performance updates in collaboration with the investment team
• Contributing to materials and analyses for quarterly portfolio review meetings
• Maintaining and improving fund-level databases and reporting tools
• Tracking portfolio-level cash flows and deployment activity to ensure accurate reporting and reconciliation with the portfolio accounting team
• Coordinating internal and external reporting requirements, including management reports, credit facility reporting, and investor presentations
• Conducting ad hoc portfolio analyses in support of investment team and fundraising initiatives

Benefits

• Crescent offers a comprehensive benefits package to assist with our employees’ needs and life choices, including maternity/parental leave, fertility benefits, and benefits coverage for domestic partners.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level