Loan Operations & Portfolio Analyst, Energy

The CompanyOur client is a diversified private investment firm focused on advancing the next generation of infrastructure across energy, waste, and the built environment. They invest in critical systems where innovation is driving meaningful improvements in efficiency, performance, and resilience.The firm is built on a foundation of rigor, transparency, and long-term value creation. Joining our client means helping address complex, real-world challenges while delivering strong, sustainable returns for investors.Role OverviewOur client seeks a meticulous and data driven Loan Operations & Portfolio Analyst to help oversee an expanding private credit portfolio within its fund. This position bridges loan administration, portfolio analysis, and deal execution, acting as a key operational backbone for the Portfolio Management team.In this role, you will ensure the integrity of data, monitor investment performance, and support the efficient execution of active loan positions. This is a high impact position with direct influence on portfolio outcomes, investor reporting accuracy, and overall realized returns.Duties & ResponsibilitiesOversee and maintain a portfolio of private credit assets, including tracking recurring interest receipts, accrual activity, and fee components such as origination and exit economicsBuild and update detailed asset level models while ensuring consistency and accuracy across all positionsCompare projected versus actual cash movements and investigate any variancesReview borrower adherence to financial and operational covenantsMonitor required reporting and deliverables from counterparties Identify emerging issues early and elevate potential concerns or covenant breachesCompute and track key performance metricsAnalyze sources of return including interest income, fee revenue, and early repayment impactsContribute to internal reporting and investor materials with accurate and timely analysisAssist with loan repayment and exit processes including prepayment calculations and fee true-upsEvaluate balances and support unwind calculations at exitInterpret key provisions in loan agreements such as escrows, holdbacks, and contingenciesCoordinate with legal counsel, counterparties, and internal teams to ensure smooth transaction executionSupport allocation tracking across fund vehicles or sleevesPartner with accounting teams, fund administrators, and auditors on ongoing processesHelp improve internal workflows and contribute to system enhancementsQualificationsAt least two to four years of experience in areas such as private lending, direct credit investing, structured or project finance, or credit-focused fund operationsAdvanced proficiency in Excel with the ability to build and maintain financial models Strong grasp of debt structures and credit documentationFamiliarity with performance metrics such as IRR, MOIC, and cash flow forecastingUnderstanding of PIK accruals and return components driven by fees and interestHigh level of precision, organization, and accountability in managing data and workflowsExposure to reviewing legal loan agreements and supporting repayment or exit calculationsKnowledge of infrastructure, energy, or asset-backed lending strategies is a plus Professional certifications such as CPA or CFA, or progress toward them, are beneficial but not requiredHighly detail-focused individual who takes full responsibility for accuracy and follow-throughStrong problem-solver who seeks to understand underlying drivers, not just outputsProcess-oriented mindset with the ability to refine and scale internal workflowsComfortable operating in a dynamic, fast-moving, and entrepreneurial setting