Analyst, Portfolio Oversight

Added
4 days ago
Type
Full time
Salary
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Related skills

ai excel financial statements powerpoint asset management

๐Ÿ“‹ Description

  • Portfolio Oversight: understand CIM strategy and asset-level analyses.
  • Acquisition analysis: participate in weekly pipeline and deal screenings.
  • Assess acquisitions by sector, geography, and leverage impact.
  • Review underwriting models and investment memos.
  • Portfolio composition: maintain target allocations and risk monitoring.
  • Reporting and fundraising: support investor materials and fundraising efforts.

๐ŸŽฏ Requirements

  • 1+ years' experience in Infrastructure or Investment Banking or related field.
  • Microsoft Office proficiency, including Excel, PowerPoint, Word, Outlook.
  • Familiarity with financial statements: income statement, balance sheet, cash flow.
  • Willing to travel up to 15% domestically and internationally.
  • Ability to synthesize information and present findings.
  • Ability to leverage AI to optimize daily work.

๐ŸŽ Benefits

  • Medical, dental, and vision plans
  • Health Savings Account with employer contribution
  • Company paid life and disability insurance
  • 401(k) with company match
  • Generous PTO, holidays, sick leave, and bereavement
  • Volunteer time off and paid parental leave
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