Role details

Financial Analyst, Private Equity

New York   •  Permanent

Bullet points

  • Excellent Global Private Equity Firm
  • Previous Private Equity Experience is a Must

About Our Client

Global private equity firm with investments spanning the Americas, Asia & Europe.

Job Description

The role will be within the Portfolio Monitoring team to assist in the continued implementation of the system at The Firm through:

  • On boarding of new portfolio companies and managing the data collection process
  • Creation of new templates to improve processes at The Firm.
  • Building reports and metrics for use in monitoring and analyzing the portfolios
  • Preparing the materials needed for investment committee, and quarterly reporting, for e.g. quarterly portfolio and valuation overviews.
  • Monitoring monthly and quarterly reporting results
  • Working together with the deal teams during the various stages from data collection to reporting
  • Liaising with Finance to ensure consistency of data between EFront and iLevel
  • Handling of regular and ad-hoc reports on investments and portfolio

The Successful Applicant

The successful candidate will ideally possess:

  • Strong communication skills
  • Strong accounting knowledge. CPA qualification is a plus
  • Strong proficiency in MS Excel
  • Private equity and/or Portfolio monitoring experience
  • Familiarity with private equity valuation methodologies
  • Ability to analyze issues and arrive to solutions independently
  • Attention to detail, organized and takes initiative
  • Ability to work well within the existing team
  • Ability to adapt to day to day challenges and maintaining a positive attitude to any tasks
  • Willingness to reach out from core responsibilities and assist where necessary

What's on Offer

Base salary commensurate with experience, performance based bonus, benefits.

Apply for this job

Click the Apply or LinkedIn button below or contact James Sears quoting job reference 1198088
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