Company: $50B+ AUM Private Equity Firm

Role : Portfolio Analyst

Location : Midtown NYC - 3 days in office, 2 days remote

Compensation : $100k-$135k base plus 20-30% bonus

Responsibilities:

• Perform valuation review on a wide range of portfolio companies within various industries using accepted and relevant approaches; assist in preparing and presenting the results

• Own valuation review and relationship management of a sector investing team, develop sector specific expertise and foster Portfolio Analytics’ relationship with the team

• Assist with a wide variety of investment and fund performance reporting (e.g., forecasting models, scenario analyses, distribution of relative risk/reward outcomes for pipeline deal decisions, value creation, comps benchmarking)

• Assist in deal monitoring reporting (e.g., KPI trend analysis, comparison of actual performance to forecast and underwriting scenarios, valuation and sector performance over time, deal impact relative to fund performance)

• Liaise with BizTech group and external consultants in the design and implementation of new procedures and systems to support tech enablement of reporting and analysis across the Firm

• Liaise and collaborate with internal functional teams such as Fund Accounting & Operations, Investor Relations, Value Creation for quarterly and ad hoc presentations for senior management and LPs

• Extensive strategic ad hoc project work

Looking for:

• 3-plus years of financial analysis and/or accounting experience

• BS in Business related discipline preferred (CPA or MBA a plus)

• Knowledge of alternative investing, particularly private equity

• Understanding of accounting principles and financial statements, fund returns / IRRs, valuation metrics, and economic and operational business and performance drivers

ID# 36151