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Associate Director - PE Portco Performance…
- Insight Global (New York, NY)
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Job Description
Our client is a high-growth, global alternative asset manager seeking to provide clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity.
This candidate will join the Equity Performance and Analytics team within the broader Global Business Finance group. This role will support the analysis, monitoring, and reporting of portfolio company assets across Apollos Equity segment, with a primary focus on Private Equity, Hybrid, and Climate strategies. The candidates main responsibility will be to oversee the process of collecting, analyzing, and reporting portfolio company data, while enhancing the overall analytics framework for the Equity Funds.
Primary Responsibilities
- Own and manage analytics related to portfolio company performance, including data collection, review, and reporting.
- Enhance and maintain processes for gathering consistent financial and operational metrics across portfolio companies.
- Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle.
- Develop and maintain analytical tools and dashboards to support customized internal and external reporting needs.
- Prepare materials for investor communications, including marketing presentations, due diligence questionnaires (DDQs), and other client-facing documents.
- Collaborate with Deal Teams, Controllers, and Senior Management to deliver insights and analytics.
- Contribute to the design and implementation of system enhancements and process improvements across the teams analytics infrastructure.
Our client prides themselves on their community of people who are committed to a culture of excellence and collaboration. They are a coveted organization to work for and they truly invest in their people for the long term with a commitment to supporting their people's development at every stage of their career.
This role offers hybrid flexibility 3 days/week onsite in either our client's Midtown Manhattan or Greenwich, CT office.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
- Bachelors degree from a top undergraduate institution.
- 5-9 years of overall experience in financial services, investment management, valuations or asset management.
- At least 3 years of experience focused on investment services and valuations
- At least 3 years of experience working with portfolio or valuation monitoring tools such as iLEVEL (preferred), Cronograph, 73 Strings, or similar portfolio monitoring tools
- Strong understanding of private equity fund structures and investment lifecycles.
- Excellent Excel skills
- Excellent communication, organizational and time-management skills, with a proven ability to handle multiple priorities in a fast-paced environment. - Experience with iLEVEL or similar portfolio monitoring tools
- Excellent quantitative analytical and modeling skills with advanced knowledge of Excel and PowerPoint and visualization tools (e.g., Tableau, Power BI) is a plus. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
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