Portfolio Monitoring Specialist
Northbound SearchNew York, NY, USjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
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.
serp_jobs.job_alerts.create_a_job
Portfolio Specialist • New York, NY, US
Job_description.internal_linking.related_jobs
Job Description Strategic Finance Analyst.Location : New York (4 days / week in office).Multiply is a technology company and a mortgage company.
We pair experienced, local mortgage advisors on our tea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Job location : East Hanover, NJ Job duration : 6 months About the role : The Trade Analyst is responsible for supporting trade sales and distribution activities at NPC.
This position supports the busin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Morgan Stanley Alternative Investments Business.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Shape the Financial Backbone of a Beauty Brand.Flexible, Remote Consulting Role.The client is a beauty brand currently in the product development and infrastructure setup phase.With plans to launch...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Target Start Date : Immediately.Duration : 6-month contract with likely extensions.They need to have experience working with SAP and Oracle EPM (Enterprise Performance Management).serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
GenScript is seeking a detail-oriented and proactive Finance Intern to support our finance team with daily administrative tasks and basic financial operations.
This internship is ideal for students ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Alternatives Assets Analyst.At Genworth, we empower families to navigate the aging journey with confidence.We are compassionate, experienced allies for those navigating care with guidance, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days The client is a well-established, privately held investment-focused organization operating in a small, collaborative environment.
They prioritize accuracy, discretion, and process efficiency in thei...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
Orchard is radically simplifying the way people buy and sell their homes.For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
North America Logistics Senior Finance Analyst.As North America Logistics Senior Finance Analyst, you will play a pivotal role in one of the most complex and dynamic areas of our business : Supply C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you.
Here, we go beyond your expectations of a career in professional service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Finance Analyst Intern- Eastern District (Summer 2026).Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
The New York City Department of Housing Preservation Development (HPD) promotes quality and affordability in the city's housing, and diversity and strength in the city's neighborhoods.HPD is entrus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
How you move is why we're here.Now more than ever, our guiding principles are helping us in our search for exceptional talent - candidates who align with our unique workplace culture and who want t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Tax Principal / Hybrid / Business Development / Partner in 2-5 years!!!!!.This Jobot Job is hosted by : Joseph Sipocz.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.
New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Synchrony Business Leadership Program Summer Internship.Synchrony's Business Leadership Program Summer Internship is a 10-week paid assignment in one of our 10 Tracks.
During the summer, each BLP In...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Fiscal Accounts Receivable Specialist.About the Agency : The New York City Department of Housing Preservation Development (HPD) promotes quality and affordability in the city's housing, and diversit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
- serp_jobs.job_card.promoted
Strategic Finance Analyst
MultiplyNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Finance Analyst | B7 | II - USA
ArtechEast Hanover, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
AICS Valuations, Associate
Morgan StanleyPurchase, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Fractional Finance Consultant
Michael PageNew York, NY, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Finance Consultant
RIT SolutionsNew York, NY, USserp_jobs.job_card.temporary
- serp_jobs.job_card.promoted
Intern, Accounting & Finance
SecuritasParsippany, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Finance Intern (Full-Time)
GenScript BiotechPiscataway, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Alternatives Assets Analyst
GenworthStamford, CT, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Finance Consultant
Michael PageNew York, NY, USserp_jobs.job_card.permanent
- serp_jobs.job_card.promoted
Strategic Finance Analyst
OrchardNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Logistics Senior Finance Analyst
DiageoNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Valuation Senior Associate
Grant Thornton LLPNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Finance Analyst Intern- Eastern District (Summer 2026)
KiewitNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Banking & Receivable Analyst
City of New YorkNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Analyst Financial
Hospital for Special SurgeryNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce10004 New York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Principal (Hybrid)
JobotHolmdel, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Valuation Services Principal
Baker TillyNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
BLP Intern - Finance
SynchronyStamford, CT, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Banking & Receivable Analyst
NYC JobsNew York, NY, USserp_jobs.job_card.full_time