Portfolio Analyst

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

Job summary

A leading investment firm in New York seeks a Portfolio Analyst. This full-time position involves tracking financial metrics, conducting analyses, and preparing reports. The Analyst will collaborate with senior management and investment teams, contributing to the firm's data platform and supporting portfolio monitoring processes.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Pension plan

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

Qualifications

• 1-2 years of experience in Accounting or Finance.
• Solid understanding of accounting principles.

Responsibilities

• Track and maintain current and historical metrics for portfolio companies.
• Conduct in-depth quantitative and qualitative analysis.
• Prepare internal and external reports related to the portfolio.

Skills

Quantitative analysis

Qualitative analysis

Financial reporting standards

Education

Bachelor’s degree in a business-related field

CPA designation

Job description

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This range is provided by Mission Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $120,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Mission Staffing

Investment Firm in New York is looking to add a Portfolio Analyst to their team! They're in the office 3x a week.

This role is primarily focused on tracking and maintaining both current and historical financial and operational metrics for portfolio companies. Responsibilities include conducting in-depth quantitative and qualitative analysis at both the fund and individual company level, supporting the quarterly valuation process, and preparing internal and external reports related to the portfolio. The role will collaborate closely with senior management, global investment teams, fundraising, accounting departments, and IT development.

Key Responsibilities:

• Support ongoing portfolio monitoring activities and related processes
• Assist in the preparation and review of reports at both the portfolio company and fund level
• Review and assess portfolio company valuations and coordinate with auditors as needed
• Prepare responses to investor (LP) inquiries and due diligence requests
• Help manage the firm’s data platform to capture and analyze portfolio company financials and key performance indicators (KPIs)
• Partner with the IT team to develop and implement new processes and system integrations
• Manage and execute multiple projects across various operational areas simultaneously

Qualifications:

• 1–2 years of experience in Accounting or Finance
• Bachelor’s degree in a business-related field; CPA designation is a plus
• Solid understanding of accounting principles and financial reporting standards

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Venture Capital and Private Equity Principals, Investment Management, and Financial Services

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Inferred from the description for 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

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