Portfolio Management Analyst

Summary

As part of the Coril Holdings Ltd. Portfolio Management team and reporting to the Vice President, Shareholder Relations & Portfolio Management, responsibilities of the Portfolio Management Analyst (“PMA”) involve supporting capital allocation recommendations using data‑driven insights. The successful candidate will work directly with Coril’s executive team in shaping strategic investment decisions and long‑term portfolio performance.

• Evaluate investment opportunities, conduct financial modeling and due diligence to support strategic recommendations regarding Coril’s capital allocation.
• Prepare DCF, CCA and other financial models to aid in the analysis of Coril’s portfolio and evaluate new investment opportunities.
• Analyze historical and forward‑looking information of portfolio companies and investments portfolio to identify trends, challenge assumptions and make capital allocation recommendations.
• Assist in valuing Coril’s portfolio on a quarterly basis.
• Support deal execution and assist in structuring/negotiating transactions.

• Monitor portfolio company performance and provide relevant and meaningful insights.
• Benchmark portfolio company performance to peers.
• Prepare reports and presentations for Executive and Board meetings.
• Evaluate and report on performance of investments in VC and PE (direct and funds) and public securities (equity, debt, derivatives).
• Monitor equity and fixed income portfolios and markets, supporting growth and liquidity portfolio construction.

• Monitor geopolitical, macroeconomic and sector news flow, and identify potential impacts to Coril’s portfolio.
• Conduct market research, including analysis of macro and industry dynamics, regulatory changes, competitive landscapes and business trends impacting Coril’s portfolio.
• Perform research on promising new sectors, geographies, spin‑outs and adjacencies for future diversification.

• Develop and maintain proprietary models associated with Coril’s portfolio management, risk management, and possibly other finance-related endeavors.
• Support the IT function as required, including financial software evaluation, selection, and deployment.
• Other duties as required.

• Collaborate with portfolio company teams and industry experts.
• Build relationships with external investment contacts for the purposes of portfolio management and administration.
• Build industry knowledge through conferences, trade shows, etc.

• Bachelor’s degree in Finance, Economics, Business Administration or a related field.
• CFA designation preferred. Candidates currently enrolled in the CFA Program are also encouraged to apply.
• 2-5 years of experience in investment analysis and/or portfolio management.
• Experience with financial modeling, valuation techniques and investment performance analysis.
• Ability to analyze complex financial data and market trends.
• Curiosity and a demonstrated interest in capital markets.
• Proficiency with Microsoft Office, AI tools (i.e. Co‑Pilot or ChatGPT), Power BI, Power Query.
• Advanced Excel skills.
• Exposure to financial software including Fact Set or Bloomberg is an asset.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to work cross‑functionally.