Our client, a leading global investment Firm, is seeking to hire a Portfolio Analyst to its Private Equity Portfolio team, based in their New York office. This hire is due to considerable growth within the area and an exciting opportunity to collaborate with Deal teams on financial and strategic initiatives within Portfolio Companies.

Responsibilities:

Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPIs
Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
Preparation of monthly / quarterly valuations
Collaborating with Deal Teams on M&A, underwriting, and recapitalization

Qualifications:

2-5 years relevant experience, preferably in a similar role (i.e., Private Equity, Investment Banking, Asset Management, Transaction Services, Restructuring)
Excellent investing and financial acumen, with the ability to quickly disseminate and analyse financial reporting
Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams
Capable of building and interpreting complex financial models
Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders

Mason Alexander jobs

Portfolio Analyst - Private Equity