Northbound Executive Search

Portfolio Monitoring Specialist

Northbound Executive Search  •  New York City, NY (Onsite)  •  2 months ago
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Job Description

Responsibilities
• Partner with the origination team to support financial and strategic initiatives across portfolio companies.
• Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both internal and external stakeholders.
• Maintain regular communication with portfolio company management to review trends, KPIs, and operational performance.
• Prepare quarterly portfolio reviews and materials for internal management committees.
• Assist with monthly and quarterly valuation processes.
• Coordinate with internal teams—including Investor Relations, Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as needed.
• Support the deal team on additional analyses and projects as they arise.
Northbound Executive Search

About Northbound Executive Search

Northbound Executive Search offers a genuine, hands-on approach to recruiting. We provide both Permanent and Temporary/Consulting recruitment services to companies looking to hire high performing professionals in the NYC metro region. We have been consistently recognized as the premier recruitment firm servicing a variety of industries including Private Equity, Hedge Fund, Asset Management, Investment Banking, Trading, Brokerage, Real Estate, Law Firms, Technology, Media, Entertainment, Insurance and more. Our proven approach, developed over many years of best-in-class recruiting continues to deliver exceptional results for a select group of clients and candidates we serve.

From staff level to C-Suite, we partner with our clients across a variety of functional areas including:

• Accounting & Finance – Fund Accounting, Corporate Accounting, Reporting, Taxation, Financial Planning & Analysis

• Financial Operations - Trade Support, Risk, Quant, Valuation, Business Analysis, Investor Relations, Client Services, Treasury

• Legal & Compliance – In-House Counsel and Compliance as well as Associates and Partners at Law Firms including Corporate, IP, Real Estate and Litigation

• Office Support – Executive Assistants, Administrative, Reception, Office Management

• Human Resources – HR Generalists, Benefits Administration, Talent Acquisition, H.R.I.S.

...and more

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
New York, NY
Year Founded
2010
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