Private Equity Portfolio Associate

5 hours ago

Kansas City, United States Selby Jennings Full time

Selby Jennings is representing a Kansas City based Private Equity firm as they seek an Associate addition to their Portfolio team. This firm is generalist, covering a wide variety of industries including consumer, business services, industrials and sports among others. The Portfolio Associate will work closely with the internal Investment & Portfolio teams as well as external portfolio company leadership to maximize value creation.


Responsibilities:

  • Lead the development and management of comprehensive financial planning processes for portfolio companies, including annual budgets, quarterly forecasts, and long-term strategic plans.
  • Conduct in-depth financial analysis to assess portfolio company performance, including variance analysis, scenario planning, and sensitivity analysis.
  • Prepare detailed financial reports and presentations for internal and external stakeholders, including investors, senior management, and the board of directors.
  • Maintain and update financial models, databases, and dashboards to ensure accurate and timely information is available for decision-making.
  • Monitor the financial performance of portfolio companies, identifying key trends, risks, and opportunities to enhance value creation.
  • Assist in the financial due diligence process for add-on investments, including reviewing financial statements, conducting market research, and preparing investment memos.


Qualifications:

  • Undergraduate bachelor's degree with excellent academic record. Significant coursework in business, finance, accounting, economics, and/or quantitative disciplines is preferred
  • 2-4 years of experience in private equity, investment banking, management consulting, transaction advisory, or FP&A at a private equity backed company with revenues greater than $25M.
  • Proficiency in financial modeling, Excel, PowerPoint, and financial reporting tools. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.
  • Excellent written and verbal communication skills with the ability to create compelling financial presentations.
  • CPA or CFA designation is a plus

  • Portfolio Analyst

    2 weeks ago

    new york city, United States Mason Alexander Full time

    Our client, a leading global investment Firm, is seeking to hire a Portfolio Analyst to its Private Equity Portfolio team, based in their New York office. This hire is due to considerable growth within the area and an exciting opportunity to collaborate with Deal teams on financial and strategic initiatives within Portfolio...

  • Private Equity Senior Associate

    1 month ago

    new york city, United States Variner Full time

    LOCATION:New York, NY (Chelsea)OVERVIEW:Our client is an emerging growth equity GP executing control growth equity investments in companies providing B2B SaaS offerings and is in process of closing Fund III.SENIOR ASSOCIATE:The Senior Associate will play a critical role in executing platform investments and will be a key member of an eight-person team. This...

  • Analyst - Private Equity

    2 weeks ago

    new york city, United States Gatewood Capital Partners Full time

     Private Equity Analyst Job Description  A NY-based private equity firm is looking to add an analyst to the investment team. The firm focuses on seed and anchor investments in emerging private equity managers and their funds. This is an opportunity for a driven and capable analyst with 1-3 years of private equity, investment banking, transactional or...

  • Private Equity Fund Accountant

    4 weeks ago

    Kansas City, Missouri, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Private Equity Fund Accountant to join our team at State Street Corporation. As a key member of our Alternative Investment Solutions business group, you will be responsible for delivering customized service solutions for investment funds with closed-end structures and a variety of portfolio...

  • Private Equity Analyst

    2 weeks ago

    new york city, United States VCFA Group Full time

     Job DescriptionThis is an entry-level Analyst position is designed for a recent college undergraduate who is interested in gaining experience in the private equity industry. Your primary responsibility will be to prepare analysis used in the evaluation of potential investments by VCFA Group. The Analyst’s development path is typically over a two-year...

  • Private Equity Fund Accounting Manager

    4 days ago

    new york city, United States ConnectMe Capital, llc Full time

    About the Company:ConnectMe Capital is recruiting on behalf of a Fund Administrator, for a Private Equity/Venture Capital Fund Accounting Director, which can be based in NY, or NJ. We are looking for someone with 10+ years of fund accounting experience, management/supervisory experience, and experience managing clients and fund accounting teams for private...

  • Private Equity Fund Accounting Manager

    7 days ago

    new york city, United States ConnectMe Capital, llc Full time

    About the Company:ConnectMe Capital is recruiting on behalf of a Fund Administrator, for a Private Equity/Venture Capital Fund Accounting Director, which can be based in NY, or NJ. We are looking for someone with 10+ years of fund accounting experience, management/supervisory experience, and experience managing clients and fund accounting teams for private...

  • Private Equity Fund Accounting Manager

    2 weeks ago

    new york city, United States ConnectMe Capital, llc Full time

    About the Company:ConnectMe Capital is recruiting on behalf of a Fund Administrator, for a Private Equity/Venture Capital Fund Accounting Director, which can be based in NY, NJ or MA. We are looking for someone with 10+ years of fund accounting experience, management/supervisory experience, and experience managing clients and fund accounting teams for...

  • Private Equity Fund Accounting Manager

    1 month ago

    new york city, United States ConnectMe Capital, llc Full time

    About the Company:ConnectMe Capital is recruiting on behalf of a Fund Administrator, for a Private Equity/Venture Capital Fund Accounting Director, which can be based in NY, NJ or MA. We are looking for someone with 10+ years of fund accounting experience, management/supervisory experience, and experience managing clients and fund accounting teams for...

  • Private Equity Fund Accounting Manager

    2 weeks ago

    Kansas City, Missouri, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Private Equity Fund Accounting Manager to join our team at State Street Corporation. As a key member of our Alternative Investment Solutions business group, you will be responsible for managing a team of financial services professionals in the production and delivery of accounting and...

  • Associate Director, Private Equity Accounting

    4 weeks ago

    new york city, United States SS&C Technologies Full time

    Associate Director, Private Equity AccountingLocations: New York, NY | Union, NJ - Hybrid (6 days per month in the office)Get To Know The Team: Associate Directors on the Private Markets Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for continued business development.Why You Will Love...

  • Associate Director, Private Equity Accounting

    2 weeks ago

    new york city, United States SS&C Technologies Full time

    Associate Director, Private Equity AccountingLocations: New York, NY | Union, NJ - Hybrid (6 days per month in the office)Get To Know The Team: Associate Directors on the Private Markets Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for continued business development.Why You Will Love...

  • Portfolio Solutions Analyst

    1 month ago

    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    Portfolio Solutions AnalystAmerican Century Investments is a leading global asset manager dedicated to delivering exceptional investment results and fostering long-term client relationships while supporting groundbreaking research that can improve human health and save lives.With a rich history dating back to 1958, our 1,400 employees serve financial...

  • Mortgage Loan Originator

    4 weeks ago

    Kansas City, Missouri, United States Bay Equity Full time

    Loan Officer Opportunity at Bay EquityBay Equity, a leading retail mortgage lending institution, is seeking a skilled Loan Officer to join our Kansas City office. As a Loan Officer, you will play a critical role in originating and closing loans, while providing exceptional customer service to our clients.Key Responsibilities:Originate and process loans in...

  • Private Equity Tax Compliance

    2 weeks ago

    new york city, United States White Oak Fund Services, LLC Full time

    Interested in joining a growing firm at a dynamic time? Consider joining White Oak Fund Services, LLC. White Oak is a professional services firm providing outsourced CFO support, fund administration and tax compliance services to private equity firms in all stages of their life cycle. The Part-Time Private Equity Tax Accountant will be responsible for...

  • Private Equity Tax Compliance

    1 month ago

    new york city, United States White Oak Fund Services, LLC Full time

    Interested in joining a growing firm at a dynamic time? Consider joining White Oak Fund Services, LLC. White Oak is a professional services firm providing outsourced CFO support, fund administration and tax compliance services to private equity firms in all stages of their life cycle. The Part-Time Private Equity Tax Accountant will be responsible for...

  • Private Equity M&A Associate @ Global Tech Leader

    4 weeks ago

    new york city, United States Whistler Partners Full time

    Are you ready to dive into high-stakes transactions at one of the top international law firms? This mid-level associate position in their Chambers Ranked Private Equity Group could be your next big career move.Why this role?Imagine yourself at the forefront of complex transactions like M&A, leveraged buyouts, and equity investments. This isn't just any firm;...

  • Private Equity Fund Accountant

    2 weeks ago

    Kansas City, Missouri, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Fund Accounting and Administration Manager to join our team at State Street Corporation. As a key member of our Alternative Investment Solutions business group, you will be responsible for managing a growing team of financial services professionals in the production and delivery of accounting and...

  • Global Payroll Administrator

    2 weeks ago

    new york city, United States private equity firm Full time

    Our client – a global Private Equity Firm, is seeking a a detail-oriented and experienced Global Payroll Administrator to join our team. The ideal candidate will have 5+ years of payroll experience, particularly with ADP, and a strong understanding of global payroll processes. Candidates coming from a financial services background are preferred. You will...

  • Controller- Hedge Fund and Private Equity Fund

    2 weeks ago

    new york city, United States Atlantic Group Full time

    A 6 billion dollar credit fund is looking to hire a Controller. This firm's been around for a few years and is currently in growth mode. Founded by top people from some of the most well known firms has propelled this company to their AUM in a short period of time. This position will work directly for the CFO of the firm. The position is open due to...