Portfolio Analytics Associate, Private Markets & Reporting

InforCapital, partnership; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment analysis and requires 2-3 years' experience, along with a Bachelor's degree in accounting or finance.

The Associate will work closely with investment professionals on portfolio monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft Excel are key requirements.

Qualifications

• 2-3 years of experience in investment analysis, accounting, or related field.
• Strong understanding of fund reporting and partnership accounting.
• Minimum GPA of 3.4.

Responsibilities

• Assist in portfolio monitoring with investment professionals.
• Perform detailed analysis of quarterly investment report valuations.
• Prepare quarterly investor reports and performance returns.

Skills

Financial analysis

Investment analysis

Attention to detail

Presentation skills

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Excel

Microsoft Word

Job description

InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment analysis and requires 2-3 years' experience, along with a Bachelor's degree in accounting or finance.

The Associate will work closely with investment professionals on portfolio monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft Excel are key requirements.