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 workflows and recommend efficiency improvements
- Ensure valuation models meet accounting standards
- Execute database and business intelligence process improvements
- Maintain portfolio company data in portfolio monitoring system
- Prepare quarterly valuation models
- Support users in Chronograph
- Update quarterly valuation summaries
Perks/Benefits
- 401k
- 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 | Automation | Business Intelligence | Data Validation | Excel | Financial Modeling | Financial Statement Modeling | LBO | Mergers and acquisitions | Power BI | PowerPoint | Private equity | SQL | Valuation modeling
Education
Roles
Regions
Countries
States
Cities
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