Portfolio Associate - RELO TO CHARLOTTE

Our client is a leading global credit investment firm seeking to hire a high-caliber Portfolio Associate to join its rapidly growing Private Credit team in Charlotte, NC. The firm is widely recognized for its strong investment performance, collaborative culture, and best-in-class talent development. This is a high-visibility opportunity to work closely with senior investors and gain broad exposure across the full private credit investment lifecycle.RESPONSIBILITIES:Monitor and analyze a large, diversified portfolio of private credit investmentsReview borrower financial statements, operating metrics, and compliance reportingBuild, maintain, and enhance portfolio reporting, dashboards, and performance analyticsTrack investment performance, covenant compliance, and key credit metricsPrepare internal materials for senior management, investment committees, and client reportingPartner cross-functionally with investment, risk, legal, and operations teams to support portfolio management initiativesQUALIFICATIONS:Bachelor’s degree (required); strong academic performance preferred2–4 years of relevant experience in investment banking, private credit, leveraged finance, structured credit, or asset managementSolid foundation in financial accounting, financial analysis, and credit fundamentalsAdvanced Excel skills; experience with financial models, dashboards, and reporting toolsExceptional written and verbal communication skills, with strong attention to detailHighly organized, proactive, and capable of thriving in a fast-paced, high-growth environment