Responsibilities will include, but are not limited to:
? Supporting the maintenance and day-to-day operations of the portfolio monitoring platform.
o Streamlining the collection of portfolio company data using portfolio company reporting packages and
deal team models.
o Reviewing and validating data quality, identifying gaps, and helping to implement solutions to
strengthen data integrity.
o Partnering with sector leads on monthly and quarterly reporting cycles, mapping company data into the
monitoring system and aligning outputs with firm-wide reporting needs.
o Developing subject-matter expertise across assigned sectors, serving as a key liaison with deal teams on
reporting, data collection, and internal monitoring.
? Partnering with cross-functional teams to design and implement effective data collection processes.
? Contributing to projects and special initiatives, providing data-driven support to team leadership and cross functional stakeholders.
? Supporting the timely and accurate completion of ad-hoc deliverables related to Limited Partner or internal
requests.
Qualifications
? Bachelor's degree in Information Systems, Data Analytics, Accounting, or a related field.
? 1-3+ years of experience in data administration, data analytics, or FP&A.
? High proficiency in Microsoft's suite of office products (Excel, PowerPoint, Word).
? Understanding of financial reporting metrics and operational KPIs.
? Knowledge of portfolio monitoring platforms (e.g., iLEVEL, 73 Strings, Chronograph, Capital IQ).
FP&A Associate in new york at Unknown Company
This position is listed as full time and onsite.