Associate, Portfolio Analytics
Ares Management · New York, NY · 3 wk ago
HybridFinance$100k–$120k/yrFull-time
Key Responsibilities
- Work with investment professionals to assist in portfolio monitoring
- Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
- Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
- Prepare analysis of valuation changes and drivers across portfolio investments
- Prepare quarterly investor reports with supporting schedules and documentation
- Process investment amendments/consents with investment professionals
- Provide data to Investor Relations as part of investor presentations and fundraising efforts
Qualifications
- Education: Bachelor’s degree in accounting or finance
- Experience Required: Approximately 2-3 years’ experience in investment analysis, accounting, or related field
- Strong record of academic achievement and will be self-motivated
- Ability to work both independently and as a productive member of a team
- Strong financial analysis, writing and presentation skills
- Proficient in Microsoft Excel and Word
- Strong work ethic, detail oriented and strong organization skills
- Minimum GPA of 3.4
Compensation
- The anticipated base salary range for this position is $100,000 - $120,000
- Total compensation may also include a discretionary performance-based bonus
Benefits
- Comprehensive Medical/Rx, Dental and Vision plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- Healthcare Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world-class medical advisory team
- Mental health app that includes coaching, therapy and psychiatry
- Mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching gift program
- Education sponsorship program