Portfolio Analyst - Daley and Associates

Portfolio Analyst 

A well-established investment firm located in Boston is seeking a Portfolio Analyst.  This position will focus on portfolio monitoring, fund analysis, due diligence, and producing reports for the firm’s investment committee.  This is a hybrid opportunity and the firm is willing to pay a salary range of $100k-$115k on a base plus bonus. 

Responsibilities include but are not limited to: 

• Develop reports on existing co-investments through quarterly earning calls, sponsor update calls and reviewing quarterly financials.

• Maintain performance track for funds/investments

• Support any ad-hoc projects for portfolio companies

• Support the firm’s fundraising, including participation in meetings and dialogues with current and potential LPs

• Support the firm’s operations team with the annual audit

• Participate on and develop reports for the firm’s investment committee  

Qualifications: 

• At least 2 years of experience in accounting, finance, data analysis, or investment research

• Bachelor’s degree with strong academic track record

• Strong Microsoft Office (especially Excel) skills

• Excellent attention to detail

• Strong written and verbal communication skills

If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at tfitzgerald@daleyaa.com. 

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