Private Credit Portfolio Specialist Analyst Position Available In New York, New York

Private Credit Portfolio Specialist Analyst The TCW Group, Inc. United States, York, York 1251 6th Avenue (Show on map) Jun 22, 2025 Private Credit Portfolio Specialist Analyst
Job Location(s) US-NY- York | US-CA-Los Angeles Job

ID 2025-2157

Category Alternative Investments Department Private Credit Group Type Regular Full-Time Position Summary TCW is seeking a portfolio specialist analyst to join the Private Credit group and help support its client relations, marketing, reporting and product development efforts. The role will work closely with senior professionals who act as the primary liaison between the investment team, TCW’s distribution personnel, and existing and prospective clients. Portfolio specialists work regularly with groups across all aspects of the firm including communications, compliance, legal, fund accounting, operations and product services to help respond to inbound requests from clients about their portfolios, provide quarterly and annual updates about market conditions and performance, respond to due diligence questionnaires, and develop written content for marketing purposes. This position offers a unique opportunity to gain exposure to all the aspects of supporting the management of a growing and rapidly evolving alternatives business. The portfolio specialist analyst will collaborate with a team of individuals who have deep expertise in private credit in a fast-paced and entrepreneurial environment. Essential Duties Read and summarize both market and internal research to provide content for product and portfolio specific performance commentary
Provide quantitative analysis of individual portfolio companies and effectively communicate drivers of performance in written commentary form
Assist in creating marketing materials and client presentations
Work with senior professionals in direct support of client relationships
Coordinate with other client-related groups on specific inquiries or other requests for information including due-diligence questionnaires and requests-for-proposals
Conduct detailed data analysis in response to ad-hoc investor inquiries
Liaise with other departments (Sales/Marketing, Operations, Compliance, Legal, Accounting, Product Services) to provide information in response to client needs/requests Required Qualifications Bachelor’s degree with a minimum of 3 years of professional experience
Proficient with Microsoft Office applications, particularly Microsoft Excel
Experience working with databases (understanding of SQL a plus)
Solid understanding of financial models
Excellent analytical skills and exceptional attention to detail
Strong verbal and written communications skills Professional Skills Qualifications A self-starter who takes initiative and can work independently, as well as in team settings
Well-organized and able to prioritize multiple requests from a variety of sources
Ability to compile, organize and analyze large data sets Desired Qualifications Solid working knowledge and understanding of financial accounting, capital markets and the asset management business
A high-level understanding of the private credit market
Excellent client service and analytical skills

Estimated Compensation:

Base Salary:

For CA/NY based position, the base salary range is $150K-$160K. This is an anticipated range for the base salary only.

Other Compensation:

Eligible to be considered for an annual discretionary bonus.

Benefits:

Eligible for TCW’s comprehensive benefits package. #LI-SW1