Portfolio Evaluation Analyst – Private Equity (Entry‑Level) Location: New York, NY (Hybrid) Type: Full‑Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) Job Overview This role supports the assessment of portfolio company performance and valuation in lower middle‑market private equity firms. The analyst evaluates investment performance relative to underwriting assumptions, supports valuation and reporting, and provides insights that inform value‑creation strategies, capital allocation, and exit timing. Day‑to‑Day Responsibilities Portfolio Performance Evaluation Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts Analyze revenue growth, margins, cash flow, leverage, and return drivers Identify performance variances, risks, and value‑creation opportunities Monitor KPIs, covenant compliance, and operational metrics Valuation & Return Analysis Support quarterly and annual portfolio valuation processes Update operating models, valuation models, and return analyses for existing investments Perform sensitivity analyses and downside scenarios Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods Investment Committee & Reporting Support Prepare portfolio review materials, valuation memos, and performance summaries Support quarterly investment committee meetings and LP reporting Clearly communicate portfolio developments, risks, and return outlooks Respond to ad hoc analytical requests from senior investment professionals Portfolio Company & Value Creation Support Work with portfolio company management teams to gather and analyze financial and operating data Support operational improvement initiatives, growth strategies, and strategic planning Assist with analysis for bolt‑on acquisitions, refinancings, recapitalizations, and exit readiness Process Improvement & Data Management Help standardize portfolio monitoring and evaluation frameworks Maintain accurate and timely portfolio data and reporting tools Contribute to continuous improvement of analytics, dashboards, and internal reporting processes What Makes This Work Engaging Direct insight into how private equity investments perform post‑close Opportunity to influence value‑creation initiatives and capital allocation decisions Exposure to senior investors, boards, and management teams Accelerated learning in portfolio management, valuation, and operating finance Ideal Candidate Profile Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills Solid understanding of accounting, valuation, and private equity fundamentals Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus Demonstrated interest in portfolio evaluation or post‑investment analysis Soft Skills & Mindset Strong analytical judgment and attention to detail Ability to synthesize complex financial data into clear insights Clear written and verbal communication skills Strong ownership mentality and proactive problem‑solving Ability to manage recurring deadlines and evolving priorities Coachability, curiosity, and willingness to learn quickly #J-18808-Ljbffr
Portfolio Evaluation Analyst - PE • New York, NY, United States
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