What are the responsibilities and job description for the Analyst- Portfolio Operations position at Palo Alto Staffing?
Job Description
We are seeking a detail-oriented and proactive Investment Analyst to support our investment team. This role involves tracking key performance indicators (KPIs) across our portfolio, communicating regularly with portfolio companies, and maintaining accurate records.
Main Responsibilities:
- Track and Analyze KPIs: Monitor KPIs across the portfolio to ensure optimal performance.
- Data Collection and Communication: Regularly communicate with portfolio companies to collect timely and accurate data.
- Liquidity Management: Oversee company liquidity requirements and coordinate capital calls as needed.
- Deal Database Management: Maintain and implement a deal database to track inbound opportunities.
- Stakeholder Liaison: Liaise with third-party investors and external stakeholders to facilitate collaboration.
- Report Preparation: Assist in preparing comprehensive reports and presentations for the CFO.
- Due Diligence Support: Support due diligence processes for new investment opportunities.
Requirements:
- Education: Bachelor's degree in finance, economics, or related field.
- Experience: 1-2 years of experience in investment banking or venture capital.
- Asset Knowledge: Familiarity with various asset classes, including public equities, private equity, and venture capital.
- Skills: Exceptional attention to detail, ability to manage multiple high-priority projects, outstanding communication skills, and a dynamic approach to work.
About Our Team:
Our team is dedicated to supporting growth and development within the company, providing opportunities for professional growth and career advancement.
