What are the responsibilities and job description for the Portfolio Associate position at Coda Search│Staffing?
Our client is a leading private investment firm who is looking to add a talented Portfolio Associate to their growing team. In this group you'd work closely with senior leadership & deal teams.
RESPONSIBILITES:
- Own financial projection models
- Monitor cash flow projections and funding pipelines
- Partake in fundraising initiatives
- Manage data tracking across business units
QUALIFICATIONS:
- Bachelors degree or higher
- 1-5 years of relevant experience
- Strong technical proficiency (Excel, PowerBI, VBA)
- Excellent written/oral communications
