Portfolio Analyst

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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

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