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Job title
Portfolio Monitoring Associate
Job description

An investment firm that has seen extraordinary growth both from a capital deployment and portfolio revenue perspective is looking to add extraordinary Associates to its Portfolio Monitoring and Analysis team.

This team is filled with financial modeling expertise which studies, analyzes, and strategizes around portfolio company performance. It is the financial engine of a high-performing investment firm and somewhere you’ll have the opportunity to use your analytical experience to drive operational growth initiatives and see how financial levers can direct a business' commercial performance.

We're looking for ambitious candidates who have great financial modeling experience and are looking to push further into the commercial and operational side of finance rather than due diligence and acquisition. You might be coming from an investment banking, management consulting, Big 4, or a highly analytical finance team but the ability to build a 3 statement model and curiosity to see how a business works are absolute must-haves.


  • 2-5 years’ experience in investment banking, corporate finance, Big 4, or FP&A-related roles
  • Can build financial models with ease
  • Any business intelligence and data analytics experience is useful but will also be taught in the role
  • Excellent communication and presentations skills (you'll be working with execs, CEOs, GMs, CFOs, and COOs regularly)
New York, New York
$125,000 - $150,000

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