Portfolio Monitoring Intern

Financial Monitoring & Analysis (40%)

• Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes
• Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies
• Calculate and track key performance indicators (KPIs) including revenue trends, EBITDA margins, liquidity positions, and leverage metrics
• Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments
• Flag performance anomalies and early warning indicators to the investment team on a real-time basis

Portfolio Administration & Data Management (30%)

• Upload financial data into portfolio management systems, ensuring data integrity and timely updates
• Maintain accurate and current records in firm data management platforms and CRM systems

Support the preparation of materials for portfolio status reporting

• Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence
• Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries

Valuation & Reporting Support (20%)

• Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data
• Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles
• Support year-end valuation deep dives with detailed financial analysis and performance commentary

Infrastructure & Process Improvement (10%)

• Support the development and optimization of monitoring workflows and data pipelines
• Identify opportunities to streamline manual processes through automation and tooling
• Contribute to improvements in portfolio management systems and data architecture
• Maintain portfolio monitoring documentation and process guides

Qualifications

• Currently pursuing a Bachelor's degree in Finance, Accounting, Quantitative Economics, Data Analytics, Business Analytics, Information Systems, or related field

Proficiency in Microsoft Excel required

• Strong understanding of the three financial statements (income statement, balance sheet, and cash flow statement), financial ratios, performance metrics, and return calculations
• Comfortable working with large datasets and multiple databases
• Highly organized and detail-oriented with a strong analytical and problem-solving mindset
• Effective written and verbal communication skills

Preferred Qualifications

• Prior internship or experience in finance, accounting, data analytics, or portfolio monitoring
• Basic knowledge of private equity and private credit structures

Experience with business intelligence or visualization tools (e.g., Omni, Power BI)

• Familiarity with SQL, exposure to scripting languages, or willingness to learn technical tools

Part-time internship that may continue on a full-time basis during the summer 2027.