Financial Analyst (supporting PortCo Valuations)

Financial Analyst Opportunity (Supporting Portfolio Company Valuations)

Location:

Boston, MA (Hybrid - 2 days in office)

Position Overview:

A highly regarded investment organization is seeking a Financial Analyst to support portfolio company valuation processes and financial analysis within a dynamic Financial Planning & Analysis (FP&A) team.

This role will focus on collecting, analyzing, and reporting critical financial and operational data used to evaluate investment performance. The position offers strong exposure to senior stakeholders and opportunities to contribute to strategic decision-making across the organization.

The ideal candidate is analytical, detail-oriented, and intellectually curious, with the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:

Support quarterly portfolio company valuation processes, including data collection, analysis, documentation, and reportingAggregate, structure, and validate financial data to ensure accuracy and consistencyAnalyze key financial and operational metrics from various reporting sources and prepare summary insightsBuild and deliver reporting to support internal decision-making and performance evaluationIdentify process improvements to enhance efficiency and data quality across reporting workflowsPartner with cross-functional stakeholders to distribute and communicate financial insightsContribute to broader FP&A initiatives, including trend analysis and ad hoc projectsLeverage technology and data tools to streamline processes and improve reporting capabilities