Position Description
Portfolio Company Oversight
- Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
- Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
- Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
- Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
- Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
- Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
- Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
- Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.
Internal Reporting
- Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
- Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
- Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
- Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
- Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.
Portfolio Financing & Investment Support
- Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
- Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
- Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
- Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
- 1–3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
- Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and experience building or maintaining financial models.
- Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment.
- Interest in how AI can be applied to financial, industry, and investment analysis.
- Strong written, verbal, and interpersonal communication skills.
- Highly motivated, intellectually curious, and eager to learn in a collaborative team environment.
- Positive attitude, strong work ethic, and a willingness to take ownership of responsibilities.
- Experience with portfolio monitoring systems (e.g., S&P Global iLEVEL, Wall Street Office) and data visualization tools (e.g., Power BI or Tableau) is a plus.
- Timing: Immediate
- Location: Tampa, Florida - 5 days a week in office
