Data-Driven Portfolio Analyst (Valuation & Reporting)

Mission Staffing; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Pension plan

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

Job summary

An investment firm in New York is seeking a Portfolio Analyst to track and maintain financial metrics for portfolio companies. The role requires collaboration across departments to support quarterly valuations and the preparation of internal reports. Candidates should have a degree in a business-related field and experience in finance or accounting, making this a great opportunity for those looking to advance in the investment management sector.

Qualifications

• 1–2 years of experience in Accounting or Finance.
• Solid understanding of accounting principles and financial reporting standards.
• CPA designation is a plus.

Responsibilities

• Conduct in-depth quantitative and qualitative analysis.
• Support ongoing portfolio monitoring activities.
• Prepare responses to investor inquiries and due diligence requests.

Skills

Accounting principles

Financial reporting standards

Education

Bachelor’s degree in a business-related field

Job description

An investment firm in New York is seeking a Portfolio Analyst to track and maintain financial metrics for portfolio companies. The role requires collaboration across departments to support quarterly valuations and the preparation of internal reports. Candidates should have a degree in a business-related field and experience in finance or accounting, making this a great opportunity for those looking to advance in the investment management sector.