Related skills
kpi forecasting financial modeling excel portfolio management๐ Description
- Track Portfolio Company performance through the investment cycle; analyze KPI trends
- Maintain dialogue with Portfolio Company management on performance and budgeting
- Prepare monthly/quarterly valuations; support models with Deal Teams
- Prepare quarterly reviews for Portfolio Management Committees; lead deep dives
- Support exit planning and execution with management and advisors
- Perform portfolio-level analyses and benchmarking to aid capital allocation
๐ฏ Requirements
- 2-5 years in PE portfolio management or similar (IB, Asset Mgmt, Consulting, etc.)
- Strong technical/financial acumen; quickly analyze financial reporting
- Ability to build relationships with Deal Team, Portfolio Companies, and internal teams
- Ability to build and interpret complex financial models
- Strong communication; deliver impactful presentations to stakeholders
- Project management across geographies with multiple stakeholders
๐ Benefits
- Equal opportunity employer
- Reasonable accommodations provided on request
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