Investigo ยท 2 days ago
Portfolio Monitoring Analyst
NYC Metro Area
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $80K/yrInvestigo is working with a leading Private Equity firm in New York that is looking to hire a Portfolio Monitoring Analyst to join its growing team. This role involves working closely with investment professionals to analyze performance, track value creation initiatives, and support data-driven decision-making across the portfolio.
AccountingFinanceProfessional Services
Hiring Manager
Rob Gibbons
Responsibilities
Monitoring and analysing the financial performance of portfolio companies against budgets, forecasts, and investment cases
Reviewing and building financial models, including operating models, forecasts, and scenario analyses
Supporting the development of KPIs, dashboards, and reporting packs for internal and external stakeholders
Analysing large datasets to identify trends, risks, and opportunities across the portfolio
Assisting with valuation analysis, covenant monitoring, and lender reporting
Partnering with deal teams on ad-hoc analytical projects related to value creation and strategy
Qualification
Required
Background in Private Equity, Big 4 or Investment Banking
Strong technical foundation in financial modelling, forecasting, and data analysis
Solid understanding of financial statements and performance
Highly analytical mindset with the ability to interpret complex financial and operational data
Advanced Excel skills; experience with BI tools or data visualisation is a plus
Strong communication skills and the ability to present insights clearly to senior stakeholders
Benefits
Bonus
Benefits
Company
Investigo
Investigo is offering accountancy, finance, audit, risk, compliance, property and facilities management services located in London.
Founded in 2003
201-500 employees
Funding
Current Stage
Growth StageRecent News
Bdaily Business News
2025-01-22
Company data provided by crunchbase