Portfolio Management Associate

3 weeks ago


Houston, United States TBG | The Bachrach Group Full time

Position Summary:

Join a prominent private equity firm in Houston as a Portfolio Manager Associate responsible for overseeing portfolio analytics, risk management, and capital allocation across diverse sectors. Our client is currently not supporting any sponsorships.


Responsibilities:

  • Analyze and contribute to ongoing portfolio construction and capital allocation efforts.
  • Develop and execute strategies to enhance returns and portfolio value.
  • Monitor asset performance, ensuring adherence to financial covenants and company policies.
  • Prepare and assess financial statements, budgets, and reports, conducting comprehensive financial analysis for portfolio companies.
  • Stay abreast of market trends and data to inform data-driven portfolio decisions.
  • Identify, analyze, and address potential portfolio risks.
  • Collaborate with asset management teams of different fund portfolio companies.


Qualifications:

  • Bachelor's degree in accounting, finance, or related fields with ideally 4-7 years of experience.
  • MBA preferred.
  • Strong background in strategic FP&A.
  • Extensive financial modeling skills required.
  • Experience in real estate portfolio management preferred.


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