Portfolio Analyst, Private Credit
Fidelity(1 month ago)
About this role
The Portfolio Analyst, Private Credit at Strategic Advisers (SAI) is a member of a growing private markets team that supports Fidelity clients’ access to private credit investments. The role is positioned within SAI’s investment organization and reports to the Group Leader of Fundamental Model Management while working closely with the Private Credit Portfolio Manager. It contributes to the development of the investment process, resources, and platform for private market offerings.
Required Skills
- Private Credit
- Credit Facilities
- Cash Management
- Liquidity Management
- Deal Execution
- Financial Analysis
- Reporting
- Valuation
- Relationship Management
- Negotiation
+3 more
Qualifications
- Bachelor's Degree
- MBA
- CFA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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