Portfolio Management Analyst - Impact Investing

Added
17 hours ago
Type
Full time
Salary
Salary not provided

Related skills

kpi forecasting financial modeling excel portfolio management

๐Ÿ“‹ 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

๐ŸŽฏ 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

๐ŸŽ Benefits

  • Equal opportunity employer
  • Reasonable accommodations provided on request
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