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