Asset Management Analyst

Arena Investors, LP

. Support the Asset Management team with portfolio account surveillance, monitoring, reporting, and valuation .

Posted 9/15/2026full-timeJacksonville • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis and modeling capabilities, with expertise in portfolio account surveillance, valuation, and transaction structuring. Proficient in drafting investment memoranda and collaborating with cross-functional teams to support asset management processes.

Highest-signal resume keywords

Financial AnalysisModeling SkillsPortfolio SurveillanceCommunication SkillsTransaction Structuring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCovenant Sensitivity AnalysisIRR CalculationsCash Flow AnalysisAsset Valuation

Soft Skills

Multi-taskingTeam CollaborationAnalytical Thinking

Certifications & Qualifications

MBACFA

Industry Keywords

Asset ManagementPortfolio CompaniesCredit TrainingInvestment CommitteeDeal Structure

About the role

Key responsibilities & impact

Support the Asset Management team with portfolio account surveillance, monitoring, reporting, and valuation
Conduct comprehensive financial analysis and research of prospective and portfolio companies and their industries
Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and sector positioning
Generate financial models for projections, covenant sensitivity analysis, duration, and IRR calculations
Assist with marketing and credit/performance reports and presentations
Monitor assigned product sectors and portfolio companies
Draft internal memoranda on new investments, account amendments/renewals, and investment committee presentations
Work with legal, financial, valuation, and accounting advisors on account management, diligence, and documentation
Help structure transactions and assist with closing deals and amendments
Assist in creating, implementing, and documenting process/procedural frameworks and file-maintenance protocols
Lead and work on frequent project-oriented assignments

Requirements

What you’ll need

0-3 years related experience desired
MBA or CFA a plus
Strong quantitative and qualitative skills
Strong modeling skills and the ability to think flexibly while analyzing a variety of situations
Comfortable and effective multi-tasker
Undergraduate degree from a top institution a plus, with a record of academic achievement
US GPA minimum requirement of 3.5
Experience in a formal bank credit training or top sell side bank analyst program a plus
Excellent oral and written communication skills
Ability to work well with others

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Paid Time Off (Vacation, Sick & Public Holidays)
Training & Development
Free Food & Snacks
Wellness Resources