Portfolio Analyst

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Summary

Global Private Equity Fund in NYC is seeking a Portfolio Analyst!


Company Information:

 

• $65B AUM – firm has been in place for 40+ years
• Consistent hours of 8:30am – 5:30pm daily
• 99% Employee Retention Ratio – unparalleled within Financial Services!!
• Fully paid benefits for the employee and all family members
• Seamless Account

 


Job Description:
  • Assist in the preparation and review of portfolio company and fund-level reporting
  • Use iLEVEL software platform to collect, maintain and analyze portfolio company financials and KPIs
  • Work with Deal Team to review valuations of portfolio companies quarterly
  • Assist senior management with ad hoc performance and forecasting analyses
  • Prepare LP inquiries and due diligence requests which may require collaboration with fundraising and investor relations groups
  • Work with IT department in the design and implementation of new procedures and integration of systems to assist in the collection and dissemination of portfolio company data

Requirements / Qualifications:
  • 3-plus years of Accounting or Finance experience
  • BS in Business-related discipline (CPA a plus)
  • Strong understanding of accounting principles and financial reporting
  • Proficient in intermediate Microsoft applications (Excel, Word, PowerPoint)
  • Excellent oral and written communication skills
  • Detail-oriented and quality conscious
  • Analytical aptitude and proficiency

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