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Novastone Capital Advisors · 1 day ago

Associate – Portfolio Management, North America

New York, United States

Full-time

Hybrid

Entry Level

1+ years exp

Novastone Capital Advisors is a global Operator-Led Search Fund program that aids mid-career professionals in acquiring and managing small to medium-sized enterprises. The Associate role in Portfolio Management is essential for providing financial, analytical, and project management support to ensure effective value creation and investor transparency across the portfolio.

Business DevelopmentManagement ConsultingSocial Entrepreneurship

Responsibilities

Monitor financial and operational performance, flagging risks, variances, and emerging issues

Prepare and coordinate materials for operating committees and internal reviews

Provide analytical and coordination support during periods of elevated risk or urgency

Maintain internal dashboards, workflows, and portfolio information systems (e.g., ClickUp)

Own and manage the portfolio reporting calendar and related project timelines

Consolidate monthly and quarterly financials across 12+ portfolio companies

Maintain portfolio-level financial models, KPIs, and performance trackers

Project manage recurring portfolio processes to ensure timely, high-quality delivery

Work with portfolio company finance teams to improve reporting accuracy, consistency, and timeliness as needed

Liaise with Investor Relations on communications and information flows

Coordinate across Investment, Finance, Legal, and Operating teams to align inputs and deadlines

Qualification

Financial modelingExcel proficiencyProject managementData quality mindsetPortfolio analysisAnalytical skillsTeam coordinationInterest in private equityCFA progressAI toolsClickUpCommunication skillsOrganizational skillsAttention to detail

Required

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

1–3 years of experience in investment banking, investment management, consulting, corporate finance, or a similar analytical role

Strong financial modeling and accounting fundamentals

Advanced proficiency in Excel

High attention to detail and strong data quality mindset

Excellent organizational and project management skills

Ability to manage multiple priorities in a fast-paced environment

Strong written and verbal communication skills

Preferred

Familiarity with AI, dashboard, and project management tools (e.g., ClickUp)

Proven interest in private equity, portfolio management, or corporate finance

Progress toward CFA or similar professional designation

Benefits

Competitive salary with long-term benefits.

Professional development opportunities with high-level exposure to senior executives of high-growth lower middle market companies across North America and Europe.

A fast-paced, young, and dynamic environment with broad international exposure.

Numerous opportunities for travel and in-person meetings.

Employee training and development.