Portfolio Monitoring Specialist
Northbound SearchNew York, NY, USjob_description.job_card.variable_days_ago
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Job Description
Job Description
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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Portfolio Specialist • New York, NY, US
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