Portfolio Associate
About the Role
A leading investment firm is seeking a highly motivated Portfolio Coverage Associate to join their dynamic team. This is a unique opportunity to work closely with portfolio companies and senior stakeholders, providing strategic insights and supporting value creation initiatives across a diverse portfolio. The role offers exposure to both investment and operational aspects of asset management.
Key Responsibilities
Portfolio Coverage & Analysis
- Build and maintain detailed financial models for portfolio companies.
- Analyze and synthesize financial and operational data quarterly, highlighting key issues and value-creation opportunities.
- Conduct sector-specific and company-specific research, informed by conversations with management and industry experts.
- Maintain regular communication with portfolio companies to support business updates and quarterly reporting.
- Track and review key financing events, including primary/secondary transactions and M&A activity.
- Forecast liquidity events and model projected returns.
- Support investor relations efforts, including materials for annual and quarterly LP meetings and ad hoc updates.
Portfolio Company Support / Value Creation
- Collaborate with portfolio company executives on strategic initiatives such as:
- Budgeting and forecasting
- Strategic planning
- M&A and IPO/exit strategy
- Facilitate strategic introductions leveraging internal and external networks.
Ideal Candidate Profile
- Bachelor's degree from a top-tier institution.
- Minimum 2 years of experience in buyside asset management or sell-side investment research.
- Strong financial modeling and analytical skills.
- Excellent interpersonal and communication abilities.
- Self-starter with a team-oriented mindset and high attention to detail.
- Experience in TMT and/or consumer sectors is a plus, but not required.
FAQs
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