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

Private Credit Portfolio Specialist Senior Analyst The TCW Group, Inc. United States, York, York 1251 6th Avenue (Show on map) Jun 16, 2025 Private Credit Portfolio Specialist Senior Analyst
Job Location(s) US-NY- York | US-CA-Los Angeles Job

ID 2025-2156

Category Alternative Investments Department Private Credit Group Type Regular Full-Time Position Summary TCW is seeking a portfolio specialist senior 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 senior analyst will collaborate with a team of individuals who have deep expertise in private credit in a fast-paced and entrepreneurial environment. Essential Duties Develop unique product and portfolio specific performance commentary using both market and internal research
Analyze individual portfolio companies and effectively communicate both quantitative and qualitative drivers of performance in written commentary form
Lead the creation of product specific materials and client presentations
Collaborate with senior professionals in direct support of client relationships
Supervise junior members of the team and take ultimate responsibility for the underlying work product
Coordinate with other client-related groups on specific inquiries or other requests for information including due-diligence questionnaires and request-for-proposals
Communicate directly with clients and consultants, as needed
Oversee the preparation and timely delivery of ad-hoc reporting and other analyses as required to respond to investor inquiries
Liaise with other departments (Sales/Marketing, Operations, Compliance, Legal, Accounting, Product Services) to provide information in response to client needs/requests
Identify ways of creating efficiencies/improving processes Required Qualifications Bachelor’s degree with a minimum of +10 years of professional experience
Proficient with Microsoft Office applications, particularly Microsoft Excel
Strong financial modeling, analytical skills and exceptional attention to detail
Excellent 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
Experience managing junior personnel 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 $200K-$240K. 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