Portfolio Analytics & Valuation Analyst

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

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.