Director, Portfolio Finance Monitoring

Korn Ferry has partnered with our client on their search for the role, Director, Portfolio Finance Montioring.

The Opportunity

A private investment platform with approximately $3B in AUM, investing across multiple funds and ~1,000 underlying portfolio companies, is seeking a Director of Portfolio Finance to sit directly on the Investment Team.

This is a newly created role designed to enhance the rigor, validation, and analytical depth of portfolio and fund-level financial reporting. The position will serve as a key finance partner to the investment team, helping to influence investment decisions through independent financial analysis and portfolio insights.

The role offers a highly entrepreneurial environment, with the opportunity to build out portfolio monitoring infrastructure from the ground up and elevate financial oversight beyond existing third-party reporting processes.

Key Responsibilities

Portfolio Monitoring & Financial Oversight

• Build and enhance a structured portfolio monitoring framework across funds and underlying investments
• Validate and challenge financial data received from external providers and General Partners
• Analyze and track key financial metrics including revenue, EBITDA, and valuations
• Develop quarterly reporting packages, portfolio reviews, and investment-level insights
• Establish KPIs to improve transparency and comparability across investments
• Serve as the central point of contact for portfolio financial data integrity

Financial Diligence & Analysis

• Support buy-side financial diligence across funds and portfolio companies
• Analyze financial statements, operating performance, and underlying drivers
• Assess valuation methodologies and identify potential risks or inconsistencies
• Provide independent financial perspectives to support investment decision-making

Infrastructure & Build-Out

• Design and implement scalable portfolio monitoring tools and dashboards
• Improve reporting processes and overall financial infrastructure
• Build and lead a team over time as the platform continues to grow
• Elevate financial rigor beyond current administrator-led reporting

Candidate Profile

• Bachelor’s degree in Accounting or Finance (required); advanced degree a plus
• CPA strongly preferred
• ~10–12 years of relevant experience
• Strong foundation in quality of earnings, valuation, and financial analysis
• Experience within private equity, transaction advisory, or portfolio finance environments
• Advanced Excel and financial modeling capabilities
• Strong communication skills with the ability to interact with senior stakeholders
• Ability to operate in a fast-paced, analytical, and investment-driven environment

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