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Sr Associate
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Sr Associate (Portfolio Advisors LLC) (Darien, CT) Involved in all aspects of a PE investment transaction, incl diligence, execution & post-closing investment monitoring. Req Bach degree or for. equiv. in Finance, Math, or rel. field plus 3 yrs exp. in investment analyst role. Exp. must incl: Conducting due diligence (qual & quant) 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. Send resumes via email to and note Sr Associate in the subject line.

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Portfolio Advisors LLC)
Darien, CT

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Timestamp: Mon, 24 Jun 2024 04:37:44 -0500

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