Portfolio Finance Associate

1 month ago


New York, New York, United States Tandym Group Full time
Portfolio Finance Associate

A Venture Capital firm based in New York City is seeking an experienced professional to join their growing team as a Portfolio Finance Associate.

Key Responsibilities:
  • Lead the portfolio company metric ingestion process for a diverse portfolio of 100+ companies
  • Collaborate with outsourced staff and review their deliverables
  • Oversee quarterly LP reporting and manage fundraising due diligence requests with precision
  • Implement portfolio monitoring software to centralize and optimize portfolio company data storage, enhancing accessibility and data integrity
  • Work with key deal and portfolio team members to design data collection and reporting
  • Perform other duties as needed
Requirements:
  • 2-7 years of experience
  • Bachelor's degree in finance, accounting, economics, or related field
  • Microsoft Excel proficiency
  • Strong organizational and process management skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized


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