Senior Associate

Portfolio Advisors LLC   Bridgeport, CT   Full-time     Finance
Posted on May 12, 2024

Senior Associate (Portfolio Advisors LLC) (Darien, CT) Involved in all aspects of a PE investment transaction, including diligence, execution & post-closing investment monitoring. Requires Bachelor's degree or foreign equivalent in Finance, Math, or related field plus 3 years experience in investment analyst role. Experience must include: Conducting due diligence (qualitative & quantitative) of privately held companies, including business, industry, and financial performance. Building complex three-statement financial models sensitized under different operating scenarios. Performing post-closing monitoring of investments. Preparing marketing materials and pitch decks facilitating client discussions. Utilizing data analytics tools, including S&P Cap IQ, Bloomberg, Thomson Reuters Eikon, Pitchbook, and Leverage Commentary & Data (LCD) to analyze industry trends and perform benchmarking analysis. 

Portfolio Advisors LLC

Bridgeport , CT