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Portfolio Analyst

  • Compensation: $100,000.00 - $120,000.00 Per Year Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #21274

A global private equity fund with over $50b in AUM is looking to hire a portfolio analyst to join its Portfolio Analysis team. The team is currently responsible for managing the valuation, reporting and investment performance matters for a portfolio of diverse companies.


  • Perform valuation review on a wide range of portfolio companies 
  • Own valuation review of a sector investing team and foster Portfolio Analytics’ relationship with the team
  • Assist with a wide variety of investment and fund performance reporting
  • Assist in deal monitoring reporting


  • 3-plus years of financial analysis and/or accounting experience
  • BS in Business related discipline preferred (CPA or MBA a plus)
  • 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
  • Open to working in NYC office 3 days a week
  • Does not require any sponsorship 
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