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
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
Strategy & Operations Consultants (Private Equity Performance Improvement)
By Tarka Talent At United States
Working capital and cash management
Interim Management (CFO, CRO, COO)
Capital advisory & insolvency management.
Experience in a Tier 1 strategy consultancy (MBB, A&M, FTI, AlixPartners, etc.)
We now have a high demand for consultants with many of the following skillsets:
Pre-close planning (Day 1 to Day 100)
Private Equity Core Operations, Senior Associate
By State Street At Sacramento, CA, United States
3-5 years of fund accounting or related experience
Experience with Investran a plus
Experience with investment/Portfolio accounting platforms a plus
Specific experience in the Private Equity industry preferred
Excellent administrative and organizational skills with demonstrated ability to multi-task and to work efficiently to meet client deliverables.
Review and/or prepare daily position and cash reconciliations, research and resolve discrepancies.
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 Manager - Equity Derivatives
By Algo Capital Group At New York, United States
Strong knowledge and experience in 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.
Director Of Staff Operations - Private Equity
By Talentree At Washington, DC, United States
Previous experience (3+ years) in operations management, preferrably within the private equity, investment management, or consulting industry
Collaborate with senior management to develop and implement operational strategies, policies, and procedures that drive efficiency and enhance overall performance.
Manage and enhance operational processes within the firm
Manage all aspects of office operations
Strong interpersonal and communication skills, with the ability to collaborate effectively across multiple teams and stakeholders.
Attention to detail and ability to manage multiple tasks and priorities in a fast-paced environment.
Senior Manager – Consulting – Private Equity Operations
By Streamline ....the recruitment process At United States
·Minimum of 5 years of combined experience in Consulting, Business Analysis, Project Management, System Implementations
·Knowledge of eFront FrontInvest, SunGard / FIS Investran, and other fund management systems a plus
New York, Hybrid / Remote, $190,000 - $230,000 base + Bonus, Healthcare, Benefits.
Senior Manager – Consulting – Private Equity Operations
firm focused on strategy, operations, and technology consulting with specialized knowledge working solely within the Alternative Investments
·Exceptional communication, organization, interpersonal & client-service skills
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