Portfolio Monitoring Analyst
- Employer
- JobsLab
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive Package
- Closing date
- Jun 14, 2023
View more
- Job Function
- Private Equity/Venture Capital
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Requirements
- Monitor and manage reporting of financial and other data of the company's portfolio investments, summarizing and analyzing financial data and operational metrics as well as developing a thorough understanding of individual portfolio company's key growth drivers and value creation initiatives;
- Support investments teams and portfolio company management in preparing for periodic discussions with the company Portfolio Management Committee (senior leadership team);
- Contribute to periodic portfolio monitoring team projects such as quarterly investment portfolio performance reviews, industry sectors review, ad hoc special portfolio risk reviews (e.g., COVID-19, recession scenarios), fundraising materials, etc.;
- Build relationships with various investment teams based in different geographic regions to facilitate smooth and effective communication channels to ensure timely monthly reporting, analysis and data collection with respect to portfolio companies; and
- Work closely with other portfolio monitoring team members in continuously enhancing workflows, reporting, etc. with a focus on digital automation
Requirements
- 2-5 years' experience in the finance/accounting/private equity/fund/investment industry
- FP&A / Big 4 / transaction advisory accounting/financial experience preferable
- Bachelor's degree in related field, preferably overseas educated
- Native fluency in English
- Well-rounded, strong interpersonal skilled, humble
- Ability to understand a range of industries and business models and process information quickly
- Attention to detail, methodical, results-oriented and good problem-solving skills
- Good Excel and PowerPoint skills, experience with Power BI and other visualization tools, Anaplan/ programming a plus
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