Portfolio Analytics and Modeling Associate

Five Points Capital; Winston-Salem (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Five Points Capital in Winston-Salem, NC is seeking a Portfolio Analytics and Modeling Associate. This role supports fund operations through analytics-driven financial modeling and reporting. You will collaborate closely with the CFO and investment teams, providing decision-ready analysis and monitoring existing investments.

Qualified candidates possess a Bachelor’s in Accounting or Finance and 3+ years of relevant experience, especially in private equity. The position offers an excellent opportunity for professional growth in a dynamic environment.

Qualifications

• 3+ years of experience in roles focused on portfolio management and modeling.
• Direct experience in private equity, private credit, or fund analytics is preferred.
• Exceptional multi-tasking skills with attention to detail.

Responsibilities

• Maintain and enhance fund level forecasting models.
• Run scenario, sensitivity, and stress-test analyses.
• Produce investment level/gross performance analysis.

Skills

Financial modeling and analytical skills

Strong ability to communicate complex information

Knowledge of Microsoft Office Suite

Teamwork and proactive attitude

Education

Bachelor's degree in Accounting, Finance or relevant field

CPA preferred

Job description

Founded in 1997, Five Points Capital ("FPC") is a leading independent private debt and equity manager, exclusively focused on the U.S. lower middle market. We are investing out of the fifth fund in each of our two direct strategies (opportunistic debt/equity and control buyout). For more information: www.fivepointscapital.com.

Position Summary

The Portfolio Analytics and Modeling Associate supports the finance function through fund modeling, projections, waterfalls, leverage analysis, and new business initiatives. The Associate reports directly to and works closely with the CFO along with the investment teams to deliver accurate, decision‑ready analysis that supports fund operations, fundraising, and portfolio planning. The Associate is responsible for on‑going monitoring and reporting on existing investments and combines portfolio analytics, performance reporting, and ongoing monitoring, all while offering meaningful exposure to investors and internal partners. This role has potential for significant exposure to senior management and professional development in a high‑growth, innovative business.

This is a unique opportunity for a professional who approaches problems with an investor’s mindset. The role requires working knowledge of private markets investments strategies, financial statement analysis, investment performance reporting, and asset valuation methodologies. Candidates need strong analytical and presentation skills, as well as outstanding critical thinking and problem‑solving abilities.

Primary Responsibilities

• Maintain and enhance fund level forecasting models to project capital deployment, DPI progression, carry waterfalls, NAV evolution, overall fund liquidity for credit and buyout strategies.
• Model capital calls and distributions, fees and expenses, credit facility / leverage utilization, and carried interest / waterfall mechanics.
• Run scenario, sensitivity, and stress‑test analyses (deployment pacing, exit timing/valuations, prepayments, defaults/recoveries, fee income, expenses).
• Coordinate portfolio planning inputs (follow‑on and exit assumptions) from investment teams; reconcile into consistent fund‑level views.
• Support quarterly/annual planning and analytics for management, IC, and LP questions.
• Provide analytical support for new business initiatives (new funds/vehicles, leverage structures, fundraising modeling, special projects).
• Produce investment level / fund-level gross performance analysis, including the preparation of gross MOIC, gross DPI, gross IRR, and return bridges used for quarterly valuation meetings and LP reporting.
• Produce quarterly and annual investor and advisory board reports with clear analysis of fund performance, market drivers, and material portfolio developments.
• Prepare and deliver recurring investor reporting packages, including portfolio updates, performance attribution, and key financial metrics.
• Support investor due diligence processes by compiling historical performance, operational data, and narrative commentary.
• Additional responsibilities or special projects as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance or relevant field required.
• 3+ years of experience in roles focused on portfolio management and modeling in banking, investment banking or relevant financial services; direct experience in private equity, private credit, or fund analytics, strongly preferred.
• CPA preferred.
• Strong financial modeling and analytical skills.
• Strong understanding of financial statement interdependency.
• General understanding of Private Equity and fund mechanics, waterfalls, capital accounts, and leverage.
• Self‑starting attitude and entrepreneurial spirit balanced with a commitment to teamwork.
• Proactive in following up on details, anticipating issues, and closing loops on all requests.
• Exceptional ability to multi‑task while still maintaining a fine‑tuned attention to detail.
• Ability to effectively communicate complex information both verbally and in written formats.
• Resourceful and able to handle multiple and changing priorities.
• Strong knowledge of Microsoft Office Suite (Excel, PowerPoint, and Word).

The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.