Portfolio Monitoring Specialist

1 week ago


New York, New York, United States Northbound Executive Search Full time $150,000 - $250,000 per year

An alternative asset firm that manages approximately hundreds of billions in assets across private equity, credit, and real assets is looking to expand their portfolio monitoring team. It focuses on long-term value creation through active portfolio management and strategic partnerships.

Responsibilities


• Partner with the origination team to support financial and strategic initiatives across portfolio companies.


• Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both internal and external stakeholders.


• Maintain regular communication with portfolio company management to review trends, KPIs, and operational performance.


• Prepare quarterly portfolio reviews and materials for internal management committees.


• Assist with monthly and quarterly valuation processes.


• Coordinate with internal teams—including Investor Relations, Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as needed.


• Support the deal team on additional analyses and projects as they arise.



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