Portfolio Associate

About the Role

This is an opportunity to join a dynamic investment firm as an Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.

About Us
We are a boutique investment firm managing significant assets for high-net-worth families. Our mission is to protect and grow client wealth by forming strategic partnerships with exceptional investment talent. Our investment approach is diversified, encompassing:

1. Private Investments: Direct investments in private businesses, real estate, and special situations alongside private equity sponsors.
2. Public Markets: Investments accessed through a curated network of hedge fund managers.

We are committed to fostering a collaborative, growth-oriented culture and investing across a wide range of sectors, geographies, and securities.

Key Responsibilities

• Database Management: Build and maintain databases using iLevel, S&P Capital's portfolio management software, to calculate, analyze, and synthesize fund-level analytics and performance metrics.
• Investor Material Support: Provide portfolio- and position-level analytics for investor presentations and reports.
• Portfolio Monitoring: Analyze and track the performance of 60+ portfolio companies, contributing to quarterly valuations and sharing findings with the Investment team.
• Investment Insights: Provide analysis to support investment decisions, including sector studies, correlation analysis, and liquidity forecasting.
• Benchmarking: Research and compare performance against industry peers and aggregated data.

Ideal Candidate Profile

• Passion for Business: A curiosity about what drives company performance and valuation.
• Analytical Expertise: Strong data analysis skills, with the ability to synthesize and present complex data-sets in a clear and accurate manner.
• Excellent Communicator: Capable of distilling complex information into concise recommendations and sharing insights effectively.
• Team-Oriented: A collaborative, low-ego team player who embraces all aspects of the role with enthusiasm.
• Experience: 2-5 years in valuation, accounting, investor relations, or portfolio monitoring.

What We Offer

• Competitive Compensation: We offer a market-aligned compensation package, including salary and benefits, designed to attract top talent from leading private equity and hedge fund firms.
• Growth Opportunities: Our firm is in an exciting growth phase, providing opportunities to take on unique responsibilities and contribute meaningfully to our success.
• Professional Development: We invest in our team through professional coaching, ongoing training, and a focus on both personal and professional growth.

This is a rare opportunity to join a highly respected investment firm and play a key role in its portfolio monitoring efforts. If you're eager to leverage your skills in a collaborative and dynamic environment, we encourage you to apply.