Portfolio Analyst jobs

Job Summary

We’re hiring an Investment Credit Analyst/Associate Portfolio Manager to support credit‑related investment research, portfolio management and financing activities across our private and public credit strategies. You’ll build and maintain models, monitor holdings, surface new ideas, and help translate analysis into portfolio actions—while collaborating with trading, client service, and operations.

If you have a passion for investing, proven analytical capabilities, a strong attention to detail as well as the ability to deliver effectively under pressure, then don’t hesitate to apply at resumes@portlandic.com.

What You’ll Do

• Credit research & monitoring: Collect and analyze issuer, sector, and instrument‑level information (financial statements, filings, press releases, presentations) to assess business drivers, capital structures, covenant packages, liquidity, and key risks; prepare concise memos and dashboards for portfolio managers.
• Financial modeling: Build and enhance cash‑flow, leverage, recovery, and scenario models; identify primary value and risk drivers, sensitivities, and downside cases; maintain living models for current holdings.
• Direct lending underwriting & execution: Lead borrower due diligence (management interviews, site visits, QoE/vendor reports) and build cash flow/debt capacity models to size facilities and structure term sheets; design covenant packages and security bundles; draft investment committee materials and coordinate with legal/tax/third‑party advisors through closing.
• Loan documentation & closing process: Review and help negotiate credit agreements, security/guarantee documents, and intercreditor/subordination arrangements; validate covenant definitions, EBITDA add‑backs, baskets, and collateral/perfection; manage closing checklists, conditions precedent/subsequent, and post‑closing deliverables.
• Ongoing surveillance, covenant management & workouts: Own monthly/quarterly borrower monitoring (KPIs, liquidity, covenants, variance vs. budget), recommend portfolio actions (amendments, waivers, add‑ons, repricings, hedges, partial exits), and contribute to stressed/distressed cases via downside/recovery modeling, collateral valuation, and restructuring/workout support alongside counsel and portfolio managers.
• Market awareness: Track market forces (rates, spreads, trading flows, technicals) and relay timely insights to portfolio managers and traders.
• Portfolio support: Assist with position updates, rebalancing and trade support (including settlements coordination) while ensuring accurate reference data across systems.
• Data & systems: Help build and improve portfolio, client, and data tools across the firm (Excel; SQL/Python preferred); contribute to automation and data hygiene.
• Client & distribution support: Contribute to factsheets, semi‑annual and annual reports, marketing decks, and thought leadership; maintain CRM data to support sales activities; help organize portfolio reviews.
• Risk, compliance & suitability: Uphold regulatory standards; contribute to compliance monitoring and documentation.

What You Bring (Must‑Have)

• 5–7 years of credit analysis experience—buy‑side, sell‑side, ratings, commercial or corporate banking credit, or private credit/direct lending.
• Undergraduate degree with a background in business administration, commerce, economics, engineering, mathematics, statistics, computer science and/or data science
• Strong financial statement analysis and credit modeling (income statement, balance sheet, cash flows; covenants; recovery analysis) through advanced Excel proficiency.
• Clear, concise writing, communication and presentation skills; comfort working in a fast, entrepreneurial environment.
• Teamwork and Cooperation – experience working cooperatively with a team meeting deadlines and achieving expectations for delivery

Nice to Have

• Masters degree with a background in business administration, commerce, economics, engineering, mathematics, statistics, computer science and/or data science
• Exposure to private credit, structured credit, or special situations.
• Experience with portfolio/trading systems and CRM/data tools.
• Professional designations (CFA, CPA) or significant progress toward them.

At Portland, we support diversity and equity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, physical or mental disability.

We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of candidates. Every hiring decision is made by real people who care about finding the best addition to our team.

Pay: $90,000.00-$140,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• RRSP match
• Tuition reimbursement
• Vision care

Work Location: Hybrid remote in Burlington, ON L7P 4V7