Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Manager or Senior Manager, Portfolio Reporting & Analytics

$200-250k Base + Bonus + 401K Match + Amazing Benefits

Hybrid Palo Alto; in office Monday, Tuesday, and Thursday

COMPANY AND ENVIRONMENT

Our firm is a top global private equity investor, boasting a diverse portfolio spanning hundreds of transactions across the world. We operate worldwide, supported by a team of approximately hundreds of investment professionals.

Primary Responsibilities:

• Primary Responsibilities

• Collect, maintain, curate and benchmark a variety of financial and operational metrics from our Tech portfolio companies including financial statements, tech / software specific KPIs, and other data to be leveraged for portfolio reporting as well as portfolio management and investment decisions

• Interface with investment professionals, senior finance teams at our Tech portfolio companies and fund administration / finance teams to coordinate the collection and quality assurance of data

• Enter and review investment data entered into the Investment Database (internally developed) ▪ Perform quarterly valuation and financial updates on majority buyout and minority growth investments with input from investment team and auditors for the purposes of LP and internal reporting

• Responsible for generating investment-related reporting to management, investment teams, and fund accountants and perform ad-hoc portfolio reporting requests across the our Tech portfolio

• Prepares investment-related data included Limited Partner Services (LPS) communications

  Requirements

Keys

• 6+ years of experience in the following categories: (no preferences)

• Big 4/other CPA firms in transaction services/ Data analytics /financial due diligence/advisory team with clients in tech/SaaS

• Doing portfolio monitoring work from firms like Kroll

• Working for another VC/PE/asset management firm doing financial due diligence work

• Impeccable attention to detail

• Outstanding interpersonal skills, including written and oral communication

Sells:

• Amazing benefits, 100% medical covered

• Join a very successful PE firm and sitting with the deal team

• Super collaborative teams

• Fitness reimbursement

• Commuter benefits

• Tuition reimbursement programs

  For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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