Portfolio Analysis Manager

$120,000 - $140,000/Yr

Arrow Search Partners - New York, NY

Full-time - Mid Level

New York, NY

101-250 employees

Administrative and Support Services

About the position

The Portfolio Analysis Manager will play a crucial role in supporting the firm's core functions, including portfolio valuations, data analytics, and comprehensive portfolio reporting. This position is essential for driving insights and performance analysis across a diverse portfolio of companies, contributing to the firm's strategic decision-making processes.

Responsibilities

• Perform valuation review on a wide range of portfolio companies within various industries; assist in preparing and presenting the results
• Assist with a wide variety of investment and fund performance reporting
• Assist in deal monitoring reporting; trend analysis, comparison of actual performance to forecast and underwriting scenarios, valuation and sector performance over time, deal impact relative to fund performance
• Liaise with IT department and external consultants in the design and implementation of new procedures and systems to support the tech enablement across the firm
• Liaise and collaborate with internal functional teams for quarterly and ad hoc presentations for senior management

Requirements

• Bachelor's degree in business related discipline
• 5-7 years of financial analysis and/or accounting experience
• Knowledge of alternative investing, particularly private equity
• Understanding of accounting principles and financial statements, fund returns / IRRs, valuation metrics, and economic and operational business and performance drivers
• High proficiency in Microsoft Office