Portfolio Analyst

New York, NY

Our client is seeking a Portfolio Analyst in NYC.



  • Assist in the development of data management platform
  • 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



  • 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)
  • Working knowledge of private equity or other asset management business
  • Highly motivated self-starter who takes initiative with minimal supervision and demonstrates ownership of assigned work


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/2/2017
Salary $80,000 - $100,000

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