Portfolio Analyst

3 weeks ago


New York, 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 Companies.


Responsibilities:

  • Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
  • Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs
  • Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
  • Preparation of monthly / quarterly valuations
  • Collaborating with Deal Teams on M&A, underwriting, and recapitalization


Qualifications:

  • 2-5 years relevant experience, preferably in a similar role (i.e., Private Equity, Investment Banking, Asset Management, Transaction Services, Restructuring)
  • Excellent investing and financial acumen, with the ability to quickly disseminate and analyse financial reporting
  • Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams
  • Capable of building and interpreting complex financial models
  • Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders

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