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
NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments.With uniquely deep industry e... Show more
Corporate Portfolio Finance Research Senior Analyst (NY).KBRA is seeking a Senior Analyst to join its Corporate Portfolio Finance Group, a highly visible and interconnected team responsible for pro... Show more
Senior Equity Research Analyst.Citi is seeking a Senior Equity Research Analyst to lead high-profile Healthcare Services coverage within its global sell-side Equity Research platform a role that p... Show more
Senior Portfolio Implementation Analyst.Range is creating AI-powered solutions to eliminate financial complexity for our members.We're transforming wealth management through the perfect blend of cu... Show more
Quantitative Portfolio Analyst 2026 Grad.A career with Point72's Portfolio Construction & Analytics Team.Point72 is seeking an entry-level Quantitative Portfolio Analyst to join its Portfolio Cons... Show more
Senior Finance Consultant For Generative AI Initiative.We are sharing a specialised full-time consulting opportunity for US-based senior finance professionals with deep experience in investment ban... Show more
SS&C, through our partnership with Lighthouse Investment Partners, LLC, is seeking a highly motivated Manager, Portfolio Finance to join the Portfolio Finance team supporting a global, multi-strate... Show more
The company is a leading retail energy and distributed generation provider focused on delivering cleaner, lower-cost energy solutions to commercial and industrial customers.The company combines tra... Show more
Maybern Implementation Analyst.Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology: an operating system with deterministic guard rai... Show more
Securities Valuation Associate.Be part of JPMorganChase's PricingDirect team, where your expertise in finance and technology drives accurate valuations for millions of securities daily.As a Securit... Show more
As the Senior Business Analyst for our Portfolio Construction team, you will be responsible for overseeing the development and enhancement of our flagship Portfolio Construction product and related... Show more
As an Analyst, Advisory, you will support project delivery across the full breadth of Novata's ESG and sustainability offerings, spanning climate risk, carbon, ESG reporting, and regulatory workstr... Show more
Portfolio Management Group Job.The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors ... Show more
Founded 20 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 600 people operating throughout North America, Europe and Asia.Since spinning out ... Show more
Napier Park, a First Eagle Investments company, is a leading alternative credit platform with approximately $39 billion in assets under management as of March 31, 2026.Napier Park delivers private ... Show more
Strong understanding of performance and calculations such as TWR, IRR, Total Return, Standard Deviation, Yield, Duration, Beta, Alpha.At least 5 years of direct experience in performance reporting ... Show more
Portfolio Analyst (Venture Banking - Tech).BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc.NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of... Show more
Equity Research AnalystHealthcare.An Equity Research Associate in the specialty and biopharmaceutical industries is responsible, under direct supervision, for data collection, financial modeling (b... Show more
Join Mitsubishi UFJ Financial Group.Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financia... Show more
Private Credit, Portfolio Management Analyst.The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments.T... Show more
