About the Role
This is an opportunity to join a dynamic investment firm as an Associate on the Portfolio Monitoring team in New York City. The role focuses on leveraging data-driven insights and portfolio analysis to support investment decision-making, portfolio management, and client reporting.
About Us
We are a boutique investment firm managing significant assets for high-net-worth families. Our mission is to protect and grow client wealth by forming strategic partnerships with exceptional investment talent. Our investment approach is diversified, encompassing:
- Private Investments: Direct investments in private businesses, real estate, and special situations alongside private equity sponsors.
- Public Markets: Investments accessed through a curated network of hedge fund managers.
We are committed to fostering a collaborative, growth-oriented culture and investing across a wide range of sectors, geographies, and securities.
Key Responsibilities
- Database Management: Build and maintain databases using iLevel, S&P Capital's portfolio management software, to calculate, analyze, and synthesize fund-level analytics and performance metrics.
- Investor Material Support: Provide portfolio- and position-level analytics for investor presentations and reports.
- Portfolio Monitoring: Analyze and track the performance of 60+ portfolio companies, contributing to quarterly valuations and sharing findings with the Investment team.
- Investment Insights: Provide analysis to support investment decisions, including sector studies, correlation analysis, and liquidity forecasting.
- Benchmarking: Research and compare performance against industry peers and aggregated data.
Ideal Candidate Profile
- Passion for Business: A curiosity about what drives company performance and valuation.
- Analytical Expertise: Strong data analysis skills, with the ability to synthesize and present complex data-sets in a clear and accurate manner.
- Excellent Communicator: Capable of distilling complex information into concise recommendations and sharing insights effectively.
- Team-Oriented: A collaborative, low-ego team player who embraces all aspects of the role with enthusiasm.
- Experience: 2-5 years in valuation, accounting, investor relations, or portfolio monitoring.
What We Offer
- Competitive Compensation: We offer a market-aligned compensation package, including salary and benefits, designed to attract top talent from leading private equity and hedge fund firms.
- Growth Opportunities: Our firm is in an exciting growth phase, providing opportunities to take on unique responsibilities and contribute meaningfully to our success.
- Professional Development: We invest in our team through professional coaching, ongoing training, and a focus on both personal and professional growth.
This is a rare opportunity to join a highly respected investment firm and play a key role in its portfolio monitoring efforts. If you're eager to leverage your skills in a collaborative and dynamic environment, we encourage you to apply.
