Associate Portfolio Valuation & Analytics
Tasks
- Collect and validate portfolio company metrics
- Coordinate data consistency across internal platforms
- Create valuation committee presentation materials
- Develop reports and analyses for decision making
- Document work streams and recommend efficiencies
- Execute automation and process improvements
- Maintain investment valuation data
- Maintain portfolio company data in Chronograph
- Prepare quarterly valuation models
- Review valuation models for accounting compliance
- Support internal portfolio review materials
- Update quarterly valuation summaries for co investors
Perks/Benefits
- 401k match
- Charitable donation match
- Disability insurance
- Family support services
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Sick leave
- Volunteer leave
Skills/Tech-stack
Accounting standards | Business Intelligence | Company Valuation | Data Automation | Data Integrity | Excel | Financial Modeling | LBO | Macros | Mergers and acquisitions | Pivot Tables | Power BI | PowerPoint | Private company valuation | Valuation modeling
Education
Regions
Countries
States
Cities
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