
Analyst at Portfolio Advisors, LLC
Greater New York City Area

Analyst at Portfolio Advisors, LLC
Greater New York City Area
Portfolio Advisors, LLC is an employee owned firm founded in 1994 to provide a full range of private equity investment advisory and portfolio management services to sophisticated institutional investors. Our clients include major public and private pension plan sponsors, corporations, foundations, endowments, insurance companies, financial institutions, and family offices. Portfolio Advisors currently manages or administers, either through Investment Advisory Services, Funds Management, and Portfolio Administration and Reporting Services, more than 2,100 partnership commitments representing over $60 billion of domestic and international private equity and real estate investments.
Early Stage VC Investing, Private Equity, Fluent in Spanish, Advanced Excel Modeling, Bloomberg Certified,
(Privately Held; 11-50 employees; Venture Capital & Private Equity industry)
June 2008 — Present (1 year 6 months)
*Track client portfolios for an administration and reporting system, which provides clients with current and historical portfolio performance, diversification, and benchmarking analysis.
*Moniter the day-to-day cash flow and fund analysis for clients' private equity and real estate portfolios as well as Portfolio Advisor's proprietary private equity and real estate Fund of Fund vehicles.
(Privately Held; 1-10 employees; Venture Capital & Private Equity industry)
May 2007 — September 2007 (5 months)
Performed due diligence on potential investments in the technology and Health Care IT sector
(Security and Investigations industry)
April 2006 — August 2006 (5 months)
Door to door sales of security system contracts and equipment.
(Religious Institutions industry)
June 2003 — June 2005 (2 years 1 month)
Edmonton, Canada (Spanish speaking)
Business Management , Finance , 2005 — 2008
Tennis, investing, snowboarding, reading, cooking, traveling