About this role
Portfolio Management Associate at Petra Funds Group. Location: Boston, Massachusetts, United States. Role: monitoring portfolio, building dashboards, aggregating data Requirements: Bachelor's in finance/economics/accounting required; 5+ years in portfolio management, credit analysis, fund administration, or related private credit/alternative investments; strong Excel and data analysis; experience with reporting, dashboards, data pipelines, and applying LLMs to investment workflows. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Allvue, Power BI, Power Query, Snowflake, Power Automate, Python, VBA, Large language models (LLMs) Commitment: Full Time Workplace: Hybrid Languages: English