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Position: Portfolio Analyst
Job Number: MS03924
Location: NY - New York City
Date Posted: 2017-09-29
Salary Range: $81-100k
Job Summary:

Leading Private Equity Firm seeking a Portfolio Analyst to join their growing firm! 

Company Information:

Name: Private Equity Firm

Job Description:

The position will primarily be responsible for maintaining current and historical portfolio company financial and operating metrics, performing quantitative and qualitative analysis at the fund and individual portfolio company level, evaluating quarterly portfolio company valuations and preparing internal and external portfolio reporting. The position will help support senior management, accounting, fundraising and investor relations teams. 

Responsibilities will include but are not limited to the following:

 Assist in the development of iLevel data management platform to collect, maintain and analyze portfolio company financials and KPIs

 Assist in the development of portfolio analytical framework and portfolio monitoring processes and procedures

 Assist in the preparation and review of portfolio company and fund-level reporting

 Work with Deal Team to review valuations of portfolio companies and liaise with auditors

 Assist senior management with ad hoc performance and forecasting analyses

 Prepare LP inquiries and due diligence requests which may require collaboration with fundraising and investor relations groups

 Work with IT department in the design and implementation of new procedures and integration of systems to assist in the collection and dissemination of portfolio company data

Requirements / Qualifications:

 2-plus years of Accounting or Finance experience

 BS in Business-related discipline (CPA a plus)

 Strong understanding of accounting principles and financial reporting

 Proficient in intermediate Microsoft applications (Excel, Word, PowerPoint)

 Excellent oral and written communication skills

 Detail-oriented and quality conscious 

 Analytical aptitude and proficiency

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