Portfolio Returns Analyst

Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About The Opportunity Lower middle‑market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal‑level and portfolio‑wide performance measurement, valuation analysis, and return attribution. Individuals in roles like this focus on understanding how investments perform over time, how value is created post‑close, and how portfolio returns compare to underwriting expectations. The role partners closely with investment teams, portfolio operations, and senior leadership to deliver clear insights into realized and unrealized performance. Day‑to‑Day Responsibilities Portfolio Returns & Performance Analysis Track and analyze deal‑level and portfolio‑level returns (IRR, MOIC, DPI, TVPI) Monitor realized vs. unrealized performance across portfolio companies Perform return attribution analysis to identify drivers of value creation Valuation & Financial Analysis Support quarterly and ad‑hoc valuation updates for portfolio companies Analyze operating performance relative to underwriting assumptions Update valuation models using comparable companies, precedent transactions, and performance metrics Portfolio Monitoring & Reporting Maintain portfolio dashboards tracking financial performance, leverage, and KPIs Support internal performance reviews and investment committee discussions Prepare portfolio performance summaries for senior leadership and LP reporting Investment Committee & Stakeholder Support Assist in preparing materials highlighting portfolio returns, trends, and risks Communicate performance insights and key takeaways in a clear, data‑driven manner Support post‑investment reviews and lessons‑learned analyses Strategic & Transaction Support Support analysis related to follow‑on investments, add‑ons, and exit timing Assist with scenario analysis for refinancing, recapitalizations, and exits Contribute to performance evaluation for new investments and portfolio optimization initiatives What Makes This Work Engaging Deep exposure to how private equity returns are generated and measured Direct involvement in portfolio performance reviews and valuation processes High‑impact analytical work informing exit strategy and capital decisions Accelerated learning in fund performance, valuation, and portfolio management Ideal Candidate Profile Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills; experience with performance dashboards is a plus Solid understanding of valuation methodologies and return metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, asset management, valuation, or corporate finance is beneficial Exposure to portfolio monitoring, valuation, or fund reporting is a plus Demonstrated interest in investment performance analysis and returns Soft Skills & Mindset Strong analytical mindset with attention to detail Ability to translate complex performance data into clear insights Clear written and verbal communication skills Comfortable working across multiple investments simultaneously Curious, coachable, and motivated to learn portfolio‑level decision‑making #J-18808-Ljbffr Initio Capital