Portfolio Analyst

  • Location: Boston, MA
  • Type: Direct
  • Job #25746

Portfolio Analyst 

A well-established investment firm located in Boston is seeking a Portfolio Analyst.  This position will focus on portfolio monitoring, fund analysis, due diligence, and producing reports for the firm’s investment committee.  This is a hybrid opportunity and the firm is willing to pay a salary range of $100k-$115k on a base plus bonus. 

 

Responsibilities include but are not limited to: 

  • Develop reports on existing co-investments through quarterly earning calls, sponsor update calls and reviewing quarterly financials.

  • Maintain performance track for funds/investments

  • Support any ad-hoc projects for portfolio companies

  • Support the firm’s fundraising, including participation in meetings and dialogues with current and potential LPs

  • Support the firm’s operations team with the annual audit

  • Participate on and develop reports for the firm’s investment committee  

 

Qualifications: 

  • At least 2 years of experience in accounting, finance, data analysis, or investment research

  • Bachelor’s degree with strong academic track record

  • Strong Microsoft Office (especially Excel) skills

  • Excellent attention to detail

  • Strong written and verbal communication skills

 

If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at [email protected]

 

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