Description

Summary

As part of the Coril Holdings Ltd. Portfolio Management team and reporting to the Vice President, Shareholder Relations & Portfolio Management, responsibilities of the Portfolio Management Analyst (“PMA”) involve supporting capital allocation recommendations using data-driven insights. The successful candidate will work directly with Coril’s executive team in shaping strategic investment decisions and long-term portfolio performance.

Key Responsibilities

Portfolio Analysis & Capital Allocation

•         Evaluate investment opportunities, conduct financial modeling and due diligence to support strategic recommendations regarding Coril’s capital allocation.
•         Prepare DCF, CCA and other financial models to aid in the analysis of Coril’s portfolio and evaluate new investment opportunities.
•         Analyze historical and forward-looking information of portfolio companies and investments portfolio to identify trends, challenge assumptions and make capital allocation recommendations.
•         Assist in valuing Coril’s portfolio on a quarterly basis.
•         Support deal execution and assist in structuring/negotiating transactions.

 Performance Monitoring & Reporting

•         Monitor portfolio company performance and provide relevant and meaningful insights.
•         Benchmark portfolio company performance to peers.
•         Prepare reports and presentations for Executive and Board meetings. 
•         Evaluate and report on performance of investments in VC and PE (direct and funds) and public securities (equity, debt, derivatives).
•         Monitor equity and fixed income portfolios and markets, supporting growth and liquidity portfolio construction

 Market & Sector Research

•         Monitor geopolitical, macroeconomic and sector news flow, and identify potential impacts to Coril’s portfolio.
•         Conduct market research, including analysis of macro and industry dynamics, regulatory changes, competitive landscapes and business trends impacting Coril’s portfolio.
•         Perform research on promising new sectors, geographies, spin-outs and adjacencies for future diversification.

 Data Management & Technology Support

•         Develop and maintain proprietary models associated with Coril’s portfolio management, risk management, and possibly other finance-related endeavors.
•         Support the IT function as required, including financial software evaluation, selection, and deployment.
•         Other duties as required.

Stakeholder Engagement

•         Collaborate with portfolio company teams and industry experts. 
•         Build relationships with external investment contacts for the purposes of portfolio management and administration.
•         Build industry knowledge through conferences, trade shows, etc.

Requirements

•         Bachelor’s degree in Finance, Economics, Business Administration or a related field.
•         CFA designation preferred. Candidates currently enrolled in the CFA Program are also encouraged to apply.
•         2-5 years of experience in investment analysis and/or portfolio management.
•         Experience with financial modeling, valuation techniques and investment performance analysis.
•         Ability to analyze complex financial data and market trends.
•         Curiosity and a demonstrated interest in capital markets.
•         Proficiency with Microsoft Office, AI tools (i.e. Co-Pilot or ChatGPT), Power BI, Power Query.
•         Advanced Excel skills.
•         Exposure to financial software including FactSet or Bloomberg is an asset.
•         Excellent written and verbal communication skills.
•         Strong interpersonal skills and ability to work cross-functionally.