Portfolio Analyst - Valuations & Kpi Reporting

Illyrian Group is looking for an "standout" Portfolio Analyst to join a renowned private equity firm and manage financial reporting, valuation and analytics across their multi-billion dollar portfolio. This role sits within operations and collaborates extensively with the investment team and portfolio company leaders. From a technical standpoint, this person will maintain portfolio company data and develop a deep understanding of key metrics, performance, cap tables and valuations.

Overview

• Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
• Manage portfolio data collection process across companies
• Understanding of common financial reporting metrics and cap table mechanics
• Ability to communicate, build relationships and work effectively across all levels
• Serve as an authority on portfolio company financials and valuations
• Passion, ownership and desire to grow
• Ability to evaluate information from multiple sources, identify issues and reconcile conflicts and errors

Target Profile

• Understanding of financial reporting metrics, valuations and KPIs
• Excellent communication skills, ability to build relationships and work cross-functionally
• 2-4 years experience in iBanking, public accounting deals or audit groups, or FP&A within financial services