Summary
A leading investment firm is looking to add a Portfolio Analyst to their team! They’re in their NYC office 3x a week.
Company Information:
A top investment firm based in New York with over $20+ billion in AUM.
Job Description:
- Support ongoing portfolio monitoring activities and related processes
- Assist in the preparation and review of reports at both the portfolio company and fund level
- Review and assess portfolio company valuations and coordinate with auditors as needed
- Prepare responses to investor (LP) inquiries and due diligence requests
- Help manage the firm’s data platform to capture and analyze portfolio company financials and key performance indicators (KPIs)
- Partner with the IT team to develop and implement new processes and system integrations
- Manage and execute multiple projects across various operational areas simultaneously
Requirements / Qualifications:
- 1–2 years of experience in Accounting or Finance
- Bachelor’s degree in a business-related field
- CPA designation is a plus
- Solid understanding of accounting principles and financial reporting standards
