Provide analytical support to Portfolio Managers in managing the regional Financial Institutions Group (FIG) portfolio.
Support portfolio investment staff in monitoring and servicing portfolio companies.
Conduct industry, market, and company research to inform portfolio strategy and forward-looking actions.
Analyze patterns, risks, and performance of portfolio companies to guide new business strategy.
Prepare regular reports (mostly quarterly) offering insights across multiple portfolio dimensions, including impact, profitability, risk, and capital utilization.
Participate in portfolio-related meetings and prepare minutes.
Selection Criteria
Education:
Bachelor’s degree, preferably in finance, economics, or mathematics.
Experience and Skills:
Minimum 2 years of relevant numerical/analytical experience.
Strong analytical skills, with high proficiency in Excel.
Good understanding of the financial and operational characteristics of financial institutions.
Demonstrated ability to work effectively in multicultural teams and across organizational boundaries.
Strong verbal and written communication skills in English; understanding of French is a significant plus.
High proficiency in preparing financially-oriented PowerPoint presentations.
Preferred but not required: proficiency in programming for data analytics (SQL, Python) and advanced analytics software (PowerBI).
Deadline: October 23, 2025
About the Organization
Washington, DC (United States)
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Applications for this position must be completed on the recruiting organization's website.
