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Atlantic Group

Manager of Portfolio Analytics

Pay: Not specified

Posted: 2 weeks ago

Location: Long Island City, NY (Onsite)

Last Updated: 2 days ago

Hours: Full-Time

Expires: 10/12/2026

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$97,573 / year median in New York

-3% projected decline

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Job Description

Manager of Portfolio Analytics at Atlantic Group Manager of Portfolio Analytics at Atlantic Group in Long Island City, New York Posted in 3 days ago.

Type:

full-time

Job Description:

Our client, an established investment manager with $3bn+ in AUM is looking for a Portfolio Analytics Manager to join the team

Responsibilities:

Lead portfolio reporting process including working with Investment Team to develop, refine and receive operational and financial reports from Portfolio Company CFOs Prepare valuations, including associated market research, for all active portfolio companies on a quarterly basis Assist Investment Team with new portfolio company reporting onboarding, providing standards of reporting needed for analysis and valuations O verseeing and liaising with external accounting firms and the firm's tax team on the tax reporting process Track portfolio and Fund performance, including Firm's track record Respond to portfolio company data requests from Limited Partners Update and create current and prospective Limited Partners presentations Assist in the drafting of quarterly reports to Limited Partners Provide data for annual meeting presentations Organize and maintain portfolio company files, including closing documents, board material, financial statements, financial data, and audits Assist in website updates for portfolio company updates and case studies

QUALIFICATIONS 3-8

years of relevant experience in alternative asset financial reporting with familiarity in valuations and portfolio company performance analysis. Bachelor's degree is required, preferred in finance, business or accounting; MBAs are welcome. Experience working with a combination of investment and finance teams; demonstrable ability to work with senior portfolio company finance leadership. A demonstrated ability to write effectively and create presentation decks suitable for senior management A desire to work in a team environment often under pressure, able to manage several processes and projects at one time Strong excel skills ID 48371