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
