Portfolio Performance & Insights Analyst
Northbound Executive Search, New York, New York, us, 10261
Responsibilities
Partner with the origination team to support financial and strategic initiatives across portfolio companies.
Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both internal and external stakeholders.
Maintain regular communication with portfolio company management to review trends, KPIs, and operational performance.
Prepare quarterly portfolio reviews and materials for internal management committees.
Assist with monthly and quarterly valuation processes.
Coordinate with internal teams—including Investor Relations, Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as needed.
Support the deal team on additional analyses and projects as they arise.
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Partner with the origination team to support financial and strategic initiatives across portfolio companies.
Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both internal and external stakeholders.
Maintain regular communication with portfolio company management to review trends, KPIs, and operational performance.
Prepare quarterly portfolio reviews and materials for internal management committees.
Assist with monthly and quarterly valuation processes.
Coordinate with internal teams—including Investor Relations, Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as needed.
Support the deal team on additional analyses and projects as they arise.
#J-18808-Ljbffr