Management Jobs 2026 (Now Hiring) – Smart Auto Apply

• Overall financial analysis responsibilities for the Portfolio Management group;

• Update and maintain portfolio financial projection models to calculate and project fund level cash 

             flows and returns;

• Maintain Portfolio investment and diversification summary for presentation to the firm’s 

             Investment Committee;

• Monitor Fund level financial performance to identify and communicate opportunities and threats;

• Coordinate and assist in the completion of material for quarterly and annual investor reporting, 

• Advisory Committee Meetings, webinars, and various internal reporting;

• Assist in the establishment of fund and asset level KPIs and track performance;

• Assist the portfolio management team’s efforts toward the implementation of a firmwide data

            platform by validating historical and new data

• Analyze sector, strategy and partner performance;

• Analyze the financial impact of proposed capital events (sales, refinances, etc.) to the fund 

            performance;

• Work closely with Acquisitions and Asset Management to incorporate new investments into the 

• Funds and monitor on-going asset level performance;

• Participate in the annual business planning and valuation process;

• Coordinate with Client Services and Marketing and Accounting groups to processes and respond 

             to investor requests;

• Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis;