Job Description
Job Description: Portfolio Analyst
Role OverviewThe Portfolio Analyst serves as the central hub for data collection, processing, and analysis, providing the critical insights that drive our Investment Team. In this role, you are much more than a data processor; you are the guardian of data integrity. You will ensure that our collection engine runs with 100% accuracy, proactively liaising with portfolio companies to resolve discrepancies and enabling firm leadership to make strategic decisions based on high-fidelity, real-time insights.
You will act as the financial liaison between portfolio company finance teams, internal investment managers, and the Investor Relations (IR) team. You are responsible for ensuring that all investor-facing materials are underpinned by a robust, automated, and efficient data architecture.
Core Responsibilities1. Data Collection & Platform AdministrationEnd-to-End Governance: Lead the administration of our reporting platform (Standard Metrics). Man...
Role OverviewThe Portfolio Analyst serves as the central hub for data collection, processing, and analysis, providing the critical insights that drive our Investment Team. In this role, you are much more than a data processor; you are the guardian of data integrity. You will ensure that our collection engine runs with 100% accuracy, proactively liaising with portfolio companies to resolve discrepancies and enabling firm leadership to make strategic decisions based on high-fidelity, real-time insights.
You will act as the financial liaison between portfolio company finance teams, internal investment managers, and the Investor Relations (IR) team. You are responsible for ensuring that all investor-facing materials are underpinned by a robust, automated, and efficient data architecture.
Core Responsibilities1. Data Collection & Platform AdministrationEnd-to-End Governance: Lead the administration of our reporting platform (Standard Metrics). Man...
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