Portfolio Evaluation Analyst – PE

About the role

This Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

Responsibilities

• Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts
• Analyze revenue growth, margins, cash flow, leverage, and return drivers
• Identify performance variances, risks, and value-creation opportunities
• Monitor KPIs, covenant compliance, and operational metrics
• Support quarterly and annual portfolio valuation processes
• Update operating models, valuation models, and return analyses for existing investments
• Perform sensitivity analyses and downside scenarios
• Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods
• Prepare portfolio review materials, valuation memos, and performance summaries
• Support quarterly investment committee meetings and LP reporting
• Clearly communicate portfolio developments, risks, and return outlooks
• Respond to ad hoc analytical requests from senior investment professionals
• Work with portfolio company management teams to gather and analyze financial and operating data
• Support operational improvement initiatives, growth strategies, and strategic planning
• Aid in analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness
• Help standardize portfolio monitoring and evaluation frameworks
• Maintain accurate and timely portfolio data and reporting tools
• Contribute to continuous improvement of analytics, dashboards, and internal reporting processes

Requirements

This role requires a bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field. Strong Excel and financial modeling skills are essential, along with a solid understanding of accounting, valuation, and private equity fundamentals. Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial. Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus. Demonstrated interest in portfolio evaluation or post-investment analysis is also important.

Qualifications

The ideal candidate should have strong analytical judgment and attention to detail, the ability to synthesize complex financial data into clear insights, clear written and verbal communication skills, and a proactive problem-solving approach. They should also possess an ownership mentality and be willing to learn quickly.

Skills

Strong analytical skills, financial modeling proficiency, and knowledge of private equity principles are crucial. Additionally, the ability to communicate effectively and manage multiple tasks efficiently is highly valued.

Benefits

Direct insight into how private equity investments perform post-close, opportunity to influence value-creation initiatives and capital allocation decisions, exposure to senior investors, boards, and management teams, and accelerated learning in portfolio management, valuation, and operating finance are some of the benefits of this role.

Pay

$140,000 – $185,000+ total compensation (varies by employer)

Schedule

Hybrid