Portfolio Analysis Manager

New York, New York • $120,000-$140,000

About the Company:

Our client is the leading global growth investor with approximately $85 billion in AUM. With more than 250 companies, their portfolio is extremely diverse and have offices located in the U.S and internationally. This individual will help drive some of the team’s core functions including portfolio valuations, the firm’s data and analytics program and the preparation of comprehensive portfolio reporting.




  • Perform valuation review on a wide range of portfolio companies within various industries; assist in preparing and presenting the results
  • Assist with a wide variety of investment and fund performance reporting
  • Assist in deal monitoring reporting; 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 IT department and external consultants in the design and implementation of new procedures and systems to support the tech enablement across the firm
  • Liaise and collaborate with internal functional teams for quarterly and ad hoc presentations for senior management



  • Bachelor’s degree in business related discipline
  • 5-7 years of financial analysis and/or accounting experience
  • 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
  • High proficiency in Microsoft Office


Salary Range: 




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