Associate/Senior Associate - Portfolio Monitoring

The role reporting to the Principal will have the below responsibilities:

• Financial Statement Analysis & Modeling: Conduct thorough analysis of financial statements, including income statements, balance sheets, and cash flow statements to assess company performance, project future financial scenarios, and support strategic planning initiatives.
• Investment Performance Analysis: Evaluate the performance of private market investments, leveraging various performance metrics (e.g., IRR, MOIC) and benchmarks to identify trends, risks, and opportunities.
• Strategic Planning Support: Work closely with senior management to contribute to corporate strategy initiatives, including market research, benchmark and competitor analysis, and growth strategy development.
• Presentation Development: Prepare and deliver clear, insightful, and compelling presentations for internal stakeholders, investors, and the board, distilling financial data and strategic recommendations.
• Market Research: Conduct in-depth research on market trends, competitive positioning, and regulatory changes impacting private markets, providing actionable insights to guide decision-making.
• Cross-Functional Collaboration: Partner with various internal teams such as investment, finance, and operations to gather relevant data, ensure alignment of strategies, and contribute to a cohesive corporate strategy.