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Carrying out quarterly portfolio investment reporting obligations
Monitoring the performance of portfolio companies and changes in their valuations, providing feedback, and pointing out any misalignments
Analyzing the portfolio metrics and valuation methodologies
Developing valuation modelling structures and managing data within Excel and portfolio monitoring software
Carrying out quarterly risk reporting updates, including company-specific and macroeconomic implications
Preparing quarterly update reports on investment developments, participate in investment update calls with General Partners, be able to challenge and actively participate in VC meetings
Build financial data processing structure as a corporate partner
Perform quantitative analysis of investment opportunities, portfolio analytics, and monitoring
Undertake research and gap analysis to identify potential mistakes in financial data values and calculations (EBITDA, EBIT/realised/unrealised value, cash flows, portfolio performance measures, DPI, TVPI, IRR)
Challenge, escalate and present incorrect and/or unusual information and/or activity to the private equity firm/General Partners
Prepare quarterly update reports on investment developments, participate in investment update calls with General Partners, be able to challenge and actively participate in VC meetings
Perform quantitative analysis of investment opportunities, portfolio analytics, and monitoring
Undertake research and gap analysis to identify potential mistakes in financial data values and calculations (EBITDA, EBIT/realised/unrealised value, cash flows, portfolio performance measures, DPI, TVPI, IRR)
Challenge, escalate and present incorrect and/or unusual information and/or activity to the team manager/private equity firm/General Partners
Prepare quarterly update reports on investment developments, participate in investment update calls with General Partners, be able to challenge and actively participate in VC meetings