Protective
Protective13d ago
USD 52500–73500/yr

Private Credit Analyst - Portfolio Management

United StatesUnited States·BirminghamFull Timemid
Finance & AccountingOtherCredit AnalystPortfolio Management
1 views0 saves0 applied
Apply Now

Quick Summary

Overview

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company,

Technical Tools
Finance & AccountingOtherCredit AnalystPortfolio Management
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Private Credit Analyst supports the underwriting and ongoing monitoring of privately negotiated credit investments across Protective’s private investment strategies. The role assists senior analysts and portfolio managers in executing a disciplined investment evaluation and portfolio management process, while building core analytical and modeling capabilities.
This position offers exposure to private credit underwriting, portfolio analytics, and investment research within Protective’s investment organization.
  • Assist in analyzing credit risk through financial, business, and industry research on borrowers, portfolio companies, and managers
  • Support preparation of written and verbal credit opinions and investment materials
  • Contribute to relative value analysis across capital structures and transaction terms
  • Build and maintain Excel‑based financial models, including cash flow, scenario, and sensitivity analysis
  • Monitor portfolio performance, manager results, and relevant market developments
  • Apply firm tools and analytics to support downside risk evaluation
  • Communicate findings to senior team members and investment partners
  • Develop foundational relationships with internal stakeholders and external counterparties
  • Credit & Financial Analysis
  • Foundational understanding of financial statement analysis, credit metrics, and capital structures
  • Ability to evaluate company fundamentals, transaction terms, and downside risk
  • Financial Modeling & Analytics
  • Proficiency in Excel‑based financial and cash flow modeling
  • Experience performing scenario and sensitivity analysis
  • Strong Excel skills, including formulas, lookups, and data organization
  • Investment Research & Portfolio Support
  • Ability to conduct financial, business, and industry research on borrowers, portfolio companies, and managers
  • Support portfolio monitoring, performance analysis, and market trend assessment
  • Assist in preparing investment materials, credit opinions, and internal reports
  • Communication & Collaboration
  • Clear written and verbal communication skills
  • Comfortable participating in meetings and engaging with internal stakeholders and external counterparties
  • Ability to synthesize complex financial information and communicate key insights
  • Professional Effectiveness
  • Strong analytical thinking, attention to detail, and sound judgment
  • Ability to manage multiple priorities in a team‑oriented environment
  • Proactive mindset with willingness to learn, take feedback, and work independently when needed
  • Tools & Systems (Preferred)
  • Experience with Bloomberg Terminal or similar financial data platforms
  • Familiarity with investment analytics tools and reporting processes
  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 2 years of relevant, cumulative experience (credit analysis, investment banking, asset management, accounting)
  • Proficiency in Microsoft Excel and financial modeling
  • Bloomberg Terminal experience
  • Prior exposure to private credit or leveraged finance
  • Demonstrated interest in investment management

    • Location & Eligibility

    Where is the job
    Birmingham, United States
    On-site at the office
    Who can apply
    US
    Listed under
    United States

    Listing Details

    Posted
    April 21, 2026
    First seen
    April 22, 2026
    Last seen
    May 5, 2026

    Posting Health

    Days active
    12
    Repost count
    0
    Trust Level
    47%
    Scored at
    May 5, 2026

    Signal breakdown

    freshnesssource trustcontent trustemployer trust
    Apply for this position
    Protective
    Protective
    lever
    Employees
    3k+
    Founded
    1907
    Domain
    protective.com
    Jobs
    View 55 jobs
    View company profile

    4 other jobs at Protective

    View all →

    Explore open roles at Protective.

    Protective
    Customer Relations Manager
    USD 55000–70000
    Full Time    Protective
    Customer Service Representative (StarGard)
    USD 20–25
    Full Time    Protective
    Director, Capacity Planning & Operational Forecasting
    USD 101000–125000
    Full Time    Protective
    Software Engineer
    USD 70000–102667
    Full Time

    Similar Portfolio Management jobs

    View all →
    CloudwalkCloudwalkRemote
    Credit Risk Analyst
    Full Time - remoteRemote
    EngelhartEngelhart
    Senior Credit Risk Analyst
    InbankInbank
    Credit Risk Analyst
    InterInter
    CREDIT ANALYST III
    InterInter
    CREDIT ANALYST III
    FormicFormic
    Senior Credit Analyst
    USD 95000-145000

    Browse Similar Jobs

    Manager3.3kFitness & Wellness2.1kEngineer2.1kDirector2kData Collector2kAssistant Manager1.8kAssociate1.7kConsultant1.4kBehavioral Health1.2kAssistant1.2kSocial Work & Counseling1.1kSocial Worker1kTechnician958Analyst901Coordinator805Social789Development679Operations Associate603Part Time593Tech Lead583
    Newsletter

    Stay ahead of the market

    Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.

    A
    B
    C
    D
    Join 12,000+ marketers

    No spam. Unsubscribe at any time.

    ProtectivePrivate Credit Analyst - Portfolio ManagementUSD 52500–73500
    Apply Now