Portfolio Growth Analyst

ESR Healthcare; Beverly Hills (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

An established industry player is looking for a Portfolio Associate to join their dynamic team in Beverly Hills. This role is crucial in supporting portfolio companies by tracking performance metrics and ensuring effective communication among stakeholders. The ideal candidate will thrive in a fast-paced environment, possess strong analytical skills, and have a solid understanding of financial principles. This position offers an exciting opportunity to contribute to the growth and success of innovative companies while engaging with founders and investors. If you are proactive and passionate about driving insights through data, this role is perfect for you.

Qualifications

• 5-10 years in venture capital, private equity, or related fields.
• Strong understanding of financial statements and valuation methods.

Responsibilities

• Maintain relationships with portfolio companies, tracking KPIs and metrics.
• Prepare reports and updates for internal partners and stakeholders.

Skills

Analytical Skills

Communication Skills

Problem-Solving

Project Management

Education

Bachelor's degree in Finance, Business, or Economics

MBA or advanced degree

Tools

Excel

CRM tools

Tableau

Power BI

Job description

An established industry player is looking for a Portfolio Associate to join their dynamic team in Beverly Hills. This role is crucial in supporting portfolio companies by tracking performance metrics and ensuring effective communication among stakeholders. The ideal candidate will thrive in a fast-paced environment, possess strong analytical skills, and have a solid understanding of financial principles. This position offers an exciting opportunity to contribute to the growth and success of innovative companies while engaging with founders and investors. If you are proactive and passionate about driving insights through data, this role is perfect for you.