Portfolio Analyst

This range is provided by Mission Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100,000.00/yr - $120,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Mission Staffing Investment Firm in New York is looking to add a Portfolio Analyst to their team! They're in the office 3x a week. This role is primarily focused on tracking and maintaining both current and historical financial and operational metrics for portfolio companies. Responsibilities include conducting in-depth quantitative and qualitative analysis at both the fund and individual company level, supporting the quarterly valuation process, and preparing internal and external reports related to the portfolio. The role will collaborate closely with senior management, global investment teams, fundraising, accounting departments, and IT development. Key Responsibilities: Support ongoing portfolio monitoring activities and related processes Assist in the preparation and review of reports at both the portfolio company and fund level Review and assess portfolio company valuations and coordinate with auditors as needed Prepare responses to investor (LP) inquiries and due diligence requests Help manage the firm’s data platform to capture and analyze portfolio company financials and key performance indicators (KPIs) Partner with the IT team to develop and implement new processes and system integrations Manage and execute multiple projects across various operational areas simultaneously Qualifications: 1–2 years of experience in Accounting or Finance Bachelor’s degree in a business-related field; CPA designation is a plus Solid understanding of accounting principles and financial reporting standards Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Investment Management, Financial Services, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Mission Staffing by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Child care support Pension plan Paid paternity leave Student loan assistance Disability insurance Tuition assistance Get notified when a new job is posted. Sign in to set job alerts for “Portfolio Analyst” roles. Asset & Wealth Management, Market Insights Strategist, Analyst - New York New York City Metropolitan Area $130,000.00-$175,000.00 2 weeks ago Strat - Equity Derivatives Structuring Team - Analyst/Associate - New York - Global Banking & Markets New York City Metropolitan Area $175,000.00-$250,000.00 1 week ago New York, NY $85,900.00-$179,500.00 2 weeks ago L/S Equity Analyst Opportunity (Financials) L/S Equity Analyst Opportunity (Financials) New York City Metropolitan Area 3 weeks ago New York, NY $130,000.00-$160,000.00 1 week ago New York City Metropolitan Area 5 days ago New York City Metropolitan Area $120,000.00-$170,000.00 3 weeks ago Investment Banking - Mergers & Acquisitions Mid-Cap - Analyst Associate/ AVP, Portfolio Manager - Syndicated Loans New York City Metropolitan Area $100,000.00-$140,000.00 1 day ago New York City Metropolitan Area $250,000.00-$500,000.00 3 weeks ago New York, NY $200,000.00-$750,000.00 3 weeks ago New York, NY $56,250.00-$95,000.00 1 day ago Equity Long Short - Energy Portfolio Manager New York, NY $250,000.00-$750,000.00 4 weeks ago Portfolio Analyst, Sponsor and Specialty Finance, General Industries New York, NY $150,000.00-$170,000.00 2 weeks ago New York City Metropolitan Area 2 days ago New York City Metropolitan Area 3 weeks ago Analyst – Financial Institutions Advisory/M&A New York, NY $110,000.00-$130,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr