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Analyst - Portfolio Operations

  • Accounting & Finance
  • Full-time
  • Beverly Hills, CA
  • 85K - 110K USD a year

Role Overview

Our distinguished family office client seeks a driven Analyst to join their investment team. The ideal candidate will play a crucial role in supporting portfolio management efforts.

Responsibilities

  • Track and analyze Key Performance Indicators (KPIs) across the portfolio.

  • Communicate regularly with portfolio companies to ensure accurate and timely data collection

  • Oversee company liquidity requirements and capital calls

  • Maintain and implement a deal database to track inbound opportunities

  • Liaise with third-party investors and external stakeholders

  • Assist in preparing comprehensive reports and presentations for CFO

  • Support due diligence processes for new investment opportunities

Qualifications

  • Bachelor’s degree in finance, economics, or related field

  • 1-2 years of experience in investment banking or venture capital

  • Strong analytical skills with proficiency in financial modeling and valuation techniques

  • Knowledge of various asset classes including public equities, private equity, and venture capital

  • Familiarity with portfolio management software and databases

  • Exceptional attention to detail with the ability to manage multiple high-priority projects

  • Outstanding communication skills, both written and verbal

  • High level of discretion and integrity in handling sensitive financial information

  • Self-starter with a dynamic and adaptable approach to work