Portfolio Analyst
A well-established investment firm located in Boston is seeking a Portfolio Analyst. This position will focus on portfolio monitoring, fund analysis, due diligence, and producing reports for the firm’s investment committee. This is a hybrid opportunity and the firm is willing to pay a salary range of $100k-$115k on a base plus bonus.
Responsibilities include but are not limited to:
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Develop reports on existing co-investments through quarterly earning calls, sponsor update calls and reviewing quarterly financials.
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Maintain performance track for funds/investments
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Support any ad-hoc projects for portfolio companies
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Support the firm’s fundraising, including participation in meetings and dialogues with current and potential LPs
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Support the firm’s operations team with the annual audit
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Participate on and develop reports for the firm’s investment committee
Qualifications:
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At least 2 years of experience in accounting, finance, data analysis, or investment research
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Bachelor’s degree with strong academic track record
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Strong Microsoft Office (especially Excel) skills
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Excellent attention to detail
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Strong written and verbal communication skills
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at [email protected].
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