[Remote] Portfolio Monitoring Analyst/Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company Mountain Capital is a rapidly growing private investment firm reputed company on the reputed company middle-market. The Portfolio Monitoring Analyst/Associate will conduct financial monitoring and analysis, maintain records in data management platforms, and support valuation and reporting processes.
Responsibilities
- Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes
- reputed company reputed company compliance calculations and maintain reputed company tracking schedules across reputed company assigned portfolio companies
- Upload financial data into portfolio management systems, ensuring data reputed company and reputed company updates
- Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments
- Calculate and reputed company key performance indicators (KPIs) including reputed company trends, EBITDA margins, liquidity positions, and reputed company metrics
- Maintain accurate and reputed company records in firm data management platforms and CRM systems
- Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications
- Coordinate financial reporting schedules with portfolio company CFOs and finance teams
- Manage document organization and maintain deal folders with reputed company financial statements, compliance certificates, and correspondence
- Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries
- Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data
- Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles
- Support year-end valuation deep dives with detailed financial analysis and performance commentary
- Assist with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications
- Attend reputed company meetings as observer for select portfolio companies, taking detailed notes and tracking reputed company items
- Support Managing Directors on reputed company-reputed company reputed company, preparing financial summaries and operational updates
- Prepare discussion materials for management calls and reputed company follow-up items
- Document management team and sponsor interactions and maintain relationship notes in CRM
Skills
- Relevant experience in investment banking, reputed company banking, private credit, private equity, reputed company reputed company, or corporate finance roles
- Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling
- Advanced proficiency in reputed company reputed company, including experience building and maintaining financial models
- Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously
- Effective written and verbal communication skills, with ability to synthesize reputed company financial information
- Self-starter mentality with ability to work independently while contributing to a reputed company team environment
- Bachelor's degree in Finance, reputed company, Economics, or reputed company field
- Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank
- Familiarity with private credit documentation including credit agreements, reputed company calculations, and compliance certificates
- Prior exposure to portfolio management systems (eFront, Investran, or similar platforms)
- reputed company toward CFA, CPA, or other relevant reputed company designations
- Experience in the reputed company middle-market or with sponsor-backed companies
Benefits
- 50% coverage on monthly gym memberships
- A cell phone stipend
- Tuition support of job-reputed company designations and learning and development opportunities
- Other bespoke benefits
reputed company
- reputed company in the reputed company reputed company of America ® – reputed company Mountain Capital is a specialized reputed company middle-market asset management firm. It was founded in 2010, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is http://www.starmountaincapital.com.
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