Analyst/Associate, Portfolio Management, Direct Lending
Ares Management is a leading firm focused on shared prosperity and a better future through its diverse team and inclusive culture. They are seeking an Analyst/Associate for their Direct Lending – Portfolio Management department, responsible for portfolio monitoring, valuation, analytics, and restructurings while collaborating with various departments across the firm.
Responsibilities
- Monitor and manage 15-20 assigned corporate debt and equity investments
- Provide direct support to deal teams as necessary including assisting with re-underwrites, amendments, diligence on opportunities with active investments, and assisting with the preparation of investment committee memos
- General portfolio management including quarterly valuation and reporting
- Communicate with portfolio company management teams and sponsors to assist with the detailed monitoring of the portfolio (hold lender calls and diligence calls, attend board meetings, etc.)
- Utilize firm’s proprietary software tools for company tracking of KPIs
- Perform mark-to-market quarter end valuations
- Analyze portfolio trends and track relevant current market activities
- Develop and produce periodic and ad hoc reports and presentations for both internal (investment team, senior management, board of directors, investor relations) and external target audiences (investors, limited partners)
Skills
- Bachelor's degree or international equivalent
- 1-3 years of finance or accounting experience with exposure to valuation methods required
- Advanced MS Excel modeling skills (v-lookup, macros, and pivot tables)
- Beginning to intermediate MS PowerPoint skills
- Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment
- Creative problem solver
- Exceptional interpersonal skills
- Impeccable integrity and trustworthiness
Benefits
- Comprehensive Medical/Rx
- Dental and Vision plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- Healthcare Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world-class medical advisory team
- A mental health app that includes coaching, therapy and psychiatry
- A mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching gift program
- Education sponsorship program
Company Overview
Company H1B Sponsorship