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Private Equity Portfolio Analyst Jobs

Portfolio Analyst - $40B Aum Private Equity Fund - $125,000 Base Salary + Bonus
By Mission Staffing At New York City Metropolitan Area, United States

Overview of Position: The position will primarily be responsible for maintaining current and historical portfolio company financial and operating metrics, performing quantitative and qualitative ...

Portfolio Manager - Equity Vol
By Algo Capital Group At New York City Metropolitan Area, United States
Outstanding risk management capabilities during periods of market volatility
Communicating with Risk & Trading management teams about strategies and reasons for taking certain risks
Strong communication abilities in explaining your methodologies
Portfolio Manager - Equity Vol
Taking positions in Equity Options markets using volatility strategies
Keeping track of trade execution costs & market impact and reporting this back
Portfolio Manager, Equity Vol
By Algo Capital Group At New York, NY, United States
Strong knowledge and experience in vol/ options trading, including various strategies and risk management techniques,
Experience with trading platforms, risk management systems, and trading tools.
Mentor and provide guidance to junior traders, including training on options trading techniques and risk management.
Manage risk effectively to achieve desired risk-adjusted returns.
Excellent analytical skills and ability to analyze complex market data.
Strong communication and leadership skills, with the ability to mentor and guide junior traders.
Portfolio Manager - Equity Options
By Engtal At Greater Chicago Area, United States
You are an experienced equity options trader with at least 4 years’ experience
Our US Equity Options business has become one of the leading liquidity-providers in the marketplace.
You will maximize revenue by both finding, and then capitalizing on short term mispricing, as well as managing larger positions
You will work closely with our best-in-class research and quant teams to analyze your results and improve your approach
You will have lots of responsibility and ownership early to drive strategies forward and be successful
You ideally have a background trading options at a top tier firm
Associate, Private Brand Portfolio Management
By Macy's At New York City Metropolitan Area, United States
Partner with the Director, Private Brands Portfolio Management to support ongoing brand analysis and develop key processes and tools
Associate, Private Brands Portfolio Management
Work with merchant and finance teams to measure and analyze brand sales impact and profitability/ROI
• Build, maintain, and aid in the reporting of brand health trackers and education of cross functional teams
Strong business acumen with exceptional communication skills
Experience managing up when needed and providing operational excellence for Director and broader team
Growth Equity Portfolio Value Creation Analyst
By Susquehanna International Group, LLP (SIG) At Bala-Cynwyd, PA, United States
Benchmark metrics, capabilities, and best practices to identify opportunities and risk
0-2 years of experience in consulting, strategy, operations, venture capital/private equity, or similar industry
Excellent analytical, research, and organizational skills
Strong written and oral communication skills
Own and lead specific value-added projects with portfolio company executives and other members of the value creation team
Play a key role in onboarding new portfolio companies and executing value creation plans
Portfolio Analyst - $40B Aum Private Equity Fund - $120,000 Base Salary + Bonus
By Mission Staffing At New York City Metropolitan Area, United States
· Assist senior management with ad hoc performance and forecasting analyses
Responsibilities will include but are not limited to the following:
· Assist in the development of portfolio analytical framework and portfolio monitoring processes and procedures
· Assist in the preparation and review of portfolio company and fund-level reporting
· Work with Deal Team to review valuations of portfolio companies and liaise with auditors
Portfolio Management - Private Equity Valuations & Analytics, Analyst
By Blackstone At New York, NY, United States
Previous valuation experience and working knowledge of Capital IQ and Bloomberg are a plus
Bachelor’s Degree in Finance, Economics, Accounting or a quantitative discipline (preferred)
1+ years of experience in a financial role
Assisting with updating valuation templates each quarter, including discounted cash flow (DCF), performance multiple (PM) and other valuation models
Compiling documentation to support actual financial and company comparable assumptions used in the valuation models
Assessing underlying assumptions used to develop DCF, performance multiples, and other valuations
Key Private Bank Portfolio Analyst
By KeyBank At Portland, ME, United States
Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Client reporting and book management tools
Trust accounting system and portfolio management system
Undergraduate Degree or 1+ year of prior related experience
On the job and as required to maintain licenses and certifications
Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
Portfolio Analyst - $50B Aum Private Equity Fund - $125,000 Base Salary + Bonus (25%)
By Mission Staffing At New York City Metropolitan Area, United States
· Assist senior management with ad hoc performance and forecasting analyses
Responsibilities will include but are not limited to the following:
· Assist in the development of portfolio analytical framework and portfolio monitoring processes and procedures
· Assist in the preparation and review of portfolio company and fund-level reporting
· Work with Deal Team to review valuations of portfolio companies and liaise with auditors
Portfolio Analyst - Private Equity Firm
By Illyrian Group At Salt Lake City Metropolitan Area, United States
Manage portfolio data collection process across companies
2+ years experience in iBanking, public accounting deals or audit groups, or FP&A within financial services
Excellent communication skills, ability to build relationships and work cross-functionally
Serve as an authority on portfolio company financials and valuations
Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
Ability to communicate, build relationships and work effectively across all levels
Portfolio Analyst - Private Equity Firm
By Illyrian Group At Greater Chicago Area, United States
2-3 years experience in public accounting, FP&A or finance
Manage portfolio data collection process across designated companies
Excellent communication skills, ability to build relationships and work cross-functionally
Serve as an authority on portfolio company financials and valuations
Develop new processes and reports to drive efficiency across the operations team; create and disseminate custom reports
Ability to communicate, build relationships and work effectively across all levels
Portfolio Financial Analyst: Venture Capital/Private Equity Firm (Valuation/Cpa/Big Four)
By Fenway Search At Boston, MA, United States
Manage and reconcile portfolio company financial data in iLevel portfolio reporting package.
Become a contributing team member on projects to standardize accounting, finance and reporting of deal metrics for portfolio companies
Excellent record of academic achievement with an accounting and/or finance degree from a leading university
Exceptional analytical, Excel (pivot tables, etc.), financial modeling, valuation, and communication skills
Review transaction legal documents to understand respective portfolio company capital structures.
Work closely with investment team members to gain insight into portfolio company performance
Director, Portfolio Management - Equity
By McKinsey & Company At New York, United States
15+ years of experience, most recently in equity portfolio management/administration most likely in private equity, venture capital or other investment fund
BA/undergraduate degree in actuarial, business, econometrics, investment management, mathematics, operations research, statistics or related fields
Building our portfolio management capability and team
building our portfolio management capability and team
MBA/CFA or other advanced degree preferred
Owning exercise of shareholder/voting rights and decision on when to exit positions, transfer to trust, etc.
Portfolio Analyst - Equity
By Invesco US At Houston, TX, United States
Experience in working with Operations and/or Data Management groups within the Investments industry is preferred
Build an understanding of the intricacies and management philosophy of the Invesco Solutions products assigned.
Assist (Investments, Product Management and Marketing teams, etc.) in the reporting and analysis of portfolio and benchmark characteristics.
Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
Strong technology skills including the knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, PORT, Eagle, Barra, etc.) are preferred
Experience in portfolio analysis, portfolio analytics, and/or performance measurement is preferred
Portfolio Analyst - $30B Aum Private Equity Fund - $130,000 Base Salary + Bonus
By Mission Staffing At New York City Metropolitan Area, United States
· Assist senior management with ad hoc performance and forecasting analyses
Responsibilities will include but are not limited to the following:
· Assist in the development of portfolio analytical framework and portfolio monitoring processes and procedures
· Assist in the preparation and review of portfolio company and fund-level reporting
· Work with Deal Team to review valuations of portfolio companies and liaise with auditors
Private Markets Portfolio Manager
By New York State Insurance Fund (NYSIF) At New York, NY, United States
Establish a process to critically assess fund managers, their processes, and their risk- management approaches and capabilities
Collaborate with NYSIF colleagues and other stakeholders to ensure appropriate risk management
Analyze program strategy, and articulate strengths and weaknesses to management
Bachelor’s degree with strong academic qualifications;
Goal-oriented individual with solid organizational skills
Strong quantitative skills and analytical ability
Public Private Portfolio Regional Manager
By Boston Housing Authority At , Boston, Ma
Ensures appropriate management including leasing, rent recertification, rent collection, lease enforcement and other routine management tasks.
Identifies and addresses opportunities to optimize BHA-owned assets in the Public-Private portfolio division; direct management staff in this endeavor.
Working with the Management Information Systems department, develops necessary performance and compliance reporting.
Works closely with Finance, Real Estate Development and Legal departments to implement operational procedures for this growing portfolio of properties.
Ensures appropriate response to all maintenance requests, timely inspections of apartments and implementation of preventive maintenance procedures.
Develops and implements a capital plan including oversight and use of required replacement reserves.
Private Markets Portfolio Manager
By Insurance Fund, State At , New York, 10007, Ny $250,000 - $275,000 a year
Establish a process to critically assess fund managers, their processes, and their risk- management approaches and capabilities
Collaborate with NYSIF colleagues and other stakeholders to ensure appropriate risk management
Analyze program strategy, and articulate strengths and weaknesses to management
Bachelor’s degree with strong academic qualifications;
Goal-oriented individual with solid organizational skills
Strong quantitative skills and analytical ability
Research/Portfolio Analyst – Sustainable Equity
By Shelton Capital Management At Connecticut, United States
Understand the short- and long-term business plans of a company and assess the skill of the current management team
A strong understanding of the principles of portfolio risk management
A strong academic track record and some previous experience in finance, sustainability, environmental studies, economics, or similar
Background in equity research and portfolio management including equity valuation modeling
Strong interpersonal skills and must be comfortable talking with C-level corporate managers
Excellent time management and the ability to prioritize and manage multiple tasks required