Portfolio Associate

  • Location
    New York, New York
  • Category:
    Accounting & Finance - Finance
  • Job Type:
    Direct Hire
  • Job reference:

Parker + Lynch is searching for a Portfolio Associate to join the Finance Team of a NYC based investment firm. Our client is seeking a candidate that will support investor relations, valuations, and portfolio monitoring.


Responsibilities include:

  • Track, monitor, and check in with various portfolio companies, 60+ monthly with quarterly valuations
  • Ability to do business valuations, examine comps, and create financial models
  • Prepare performance updates and annual portfolio review
  • Benchmark company performance against competitors
  • Education/Qualifications:

  • 2+ years out of investment banking
  • 2+ years of investor relations and portfolio monitoring
  • 2+ years coming from a Big 4 firm highly preferred
  • Enthusiastic self-starter, able to initiate projects and work independently
  • Skills:

  • Strong financial and analytical skills
  • Proficiency in Microsoft, presentation skills a plus

    If this is an opportunity that interests you, please apply directly here, or email your resume to Chris.Russ@parkerlynch.com for immediate consideration.

    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.parkerlynch.com/candidate-privacy

    The Company will consider qualified applicants with arrest and conviction records