Portfolio Evaluation Analyst – PE

Portfolio Evaluation Analyst – Private Equity (Entry-Level)

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000+ total compensation (varies by employer)

This Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of our platform gain access to exclusive private equity and investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

More information is available at career launch.ai
.

Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio Evaluation Analysts to support ongoing assessment of portfolio company performance and valuation
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Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing.

The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions.

Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts

Analyze revenue growth, margins, cash flow, leverage, and return drivers

Identify performance variances, risks, and value-creation opportunities

Monitor KPIs, covenant compliance, and operational metrics

Support quarterly and annual portfolio valuation processes

Update operating models, valuation models, and return analyses for existing investments

Perform sensitivity analyses and downside scenarios

Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods

Prepare portfolio review materials, valuation memos, and performance summaries

Support quarterly investment committee meetings and LP reporting

Respond to ad hoc analytical requests from senior investment professionals

Work with portfolio company management teams to gather and analyze financial and operating data

Support operational improvement initiatives, growth strategies, and strategic planning

Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness

Help standardize portfolio monitoring and evaluation frameworks

Maintain accurate and timely portfolio data and reporting tools

Contribute to continuous improvement of analytics, dashboards, and internal reporting processes

Direct insight into how private equity investments perform post-close

Opportunity to influence value-creation initiatives and capital allocation decisions

Exposure to senior investors, boards, and management teams

Accelerated learning in portfolio management, valuation, and operating finance

This profile reflects the competencies commonly sought by firms for roles of this type.

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field

Strong Excel and financial modeling skills

Solid understanding of accounting, valuation, and private equity fundamentals

Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial

Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus

Demonstrated interest in portfolio evaluation or post-investment analysis

Strong analytical judgment and attention to detail

Ability to synthesize complex financial data into clear insights

Clear written and verbal communication skills

Strong…