Portfolio Monitoring Analyst

Portfolio Monitoring Analyst
- Private Equity | New York - up to $80,000 plus bonus and benefits.

Investigo are working with a leading Private Equity firm in New York that is looking to hire a Portfolio Monitoring Analyst to join its growing team. This role is ideal for candidates from a financial background who are keen to move into a more commercial, analysis-focused role within private equity, rather than a traditional accounting career path.

As a Portfolio Monitoring Analyst, you will work closely with investment professionals and portfolio company management teams to analyse performance, track value creation initiatives, and support data-driven decision‑making across the portfolio.

Key Responsibilities include:

• Monitoring and analysing the financial performance of portfolio companies against budgets, forecasts, and investment cases
• Reviewing and building financial models, including operating models, forecasts, and scenario analyses
• Supporting the development of KPIs, dashboards, and reporting packs for internal and external stakeholders
• Analysing large datasets to identify trends, risks, and opportunities across the portfolio
• Assisting with valuation analysis, covenant monitoring, and lender reporting
• Partnering with deal teams on ad-hoc analytical projects related to value creation and strategy

• Background in Private Equity, Big 4 or Investment Banking
• Strong technical foundation in financial modelling, forecasting, and data analysis
• Solid understanding of financial statements and performance.
• Highly analytical mindset with the ability to interpret complex financial and operational data
• Advanced Excel skills; experience with BI tools or data visualisation is a plus
• Strong communication skills and the ability to present insights clearly to senior stakeholders

• Gain broad exposure across multiple investment strategies and industries
• Clear development path with strong exposure to value creation and investment decision‑making

This is an excellent opportunity for someone looking to leverage their early experience while building a long‑term career in private equity with a strong analytical focus.