Associate, Portfolio Analytics
Tasks
- Analyze quarterly investment report valuations
- Analyze valuation change drivers
- Calculate diversification metrics
- Calculate internal rate of return
- Calculate multiples
- Calculate time weighted return
- Compute valuation gains and losses
- Monitor investment portfolios
- Prepare investor reporting support
- Process investment amendments and consents
- Provide data for investor presentations
Perks/Benefits
- 401k match
- Commuter benefits
- Dental insurance
- Education sponsorship
- Employee assistance program
- Financial wellness program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Long-term disability
- Mental health app
- New parent leave
- Short-term disability
- Vision insurance
Skills/Tech-stack
Diversification Metrics | Financial Analysis | Fund Reporting | Internal Rate of Return | Microsoft Excel | Microsoft Word | Partnership accounting | Portfolio analytics | Rate of Return | Time-weighted return | Valuation Analysis
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
Cities
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