Associate, Portfolio Analytics

3 weeks ago

West Hartford, United States Recruiting Resources, Inc. Full time
Job DescriptionJob Description

Global investment management firm is currently looking to hire an Associate, Portfolio Analytics to join their dynamic Finance team in either of the following offices: West Hartford, CT, Boston, MA or New York, NY. This role will collaborate with the Secondary's team specializing in secondary market transactions of private equity, real estate, credit, and infrastructure investments.

Hybrid Remote: 3 days/week on site

The ideal candidate will possess investment analysis, accounting, or private equity / fund of funds experience with a basic understanding of fund reporting, basic partnership accounting, and performance metrics. This role will require a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced rapidly growing environment.

Key Responsibilities:

  • Work with investment professionals to assist in portfolio monitoring
  • Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
  • Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
  • Prepare analysis of valuation changes and drivers across portfolio investments
  • Prepare quarterly investor reports with supporting schedules and documentation
  • Process investment amendments/consents with investment professionals
  • Provide data to Investor Relations team as part of investor presentations and fundraising efforts

Qualifications:

  • Bachelor's degree in accounting or finance
  • 2+ years experience in investment analysis, accounting, or related field
  • Private equity / fund of funds experience with a basic understanding of fund reporting, basic partnership accounting, and performance metrics preferred
  • Strong record of academic achievement and self-motivated
  • Ability to work both independently and as a productive member of a team
  • Strong financial analysis, writing and presentation skills
  • Proficient in Microsoft Excel and Word
  • Strong work ethic, detail oriented and strong organization skills

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