Portfolio Analytics Associate

Stamford, Connecticut • $110,000-$140,000

About the Company: 

Our client is a private investment firm providing capital for long term growth and acquisitions for businesses in the healthcare, industrial, and commercial industries. The Portfolio Analytics Associate will be responsible for supporting the reporting of investment results across portfolios for the firm.



  • Participate in the quarterly valuation of portfolio companies using public company multiples and precedent transaction multiples
  • Calculate performance return metrics for private capital portfolios
  • Collaborate with internal financial teams in data gathering and analysis as well as external valuation firms
  • Provide valuation support for the FP&A team and the multi-year planning process
  • Provide ad hoc support for other valuation and investment performance related requests



  • Bachelor’s degree in finance required
  • 2-4 years of valuation experience
  • Advanced financial modeling skills
  • CFA or CIPM certification a plus


Salary Range: 





  • Drop files here or
    Max. file size: 2 MB.
    • This field is for validation purposes and should be left unchanged.