Associate, Portfolio Reporting and Analytics

Who we are
Our Mission

Build winning companies to deliver superior returns to our investors.

Our strategy

Acquire good businesses and partner with management to drive fundamental improvement.

Our values
  • Partnership
  • Passion
  • Discipline
Our core competencies
  • Sourcing
  • People
  • Evaluation
  • Continuous Improvement
Our Firm
  • Lean, collaborative team, working directly with Partners and senior management
  • Successful track record resulting in exciting growth
  • 6 out of 7 current Partners started as associates or Vice Presidents at Sterling
  • Resources Group, comprised of subject matter experts in Human Capital, Operations, Commercial, Strategy, Technology, and M&A, are members of deal teams and help drive improvements at portfolio companies
  • Hands on investing model resulting in deep engagement with our portfolio companies
Our Culture
  • We believe in long term partnership and collaboration
  • Relentless, firm-wide commitment to continuous improvement
  • We say "we" more than "I"
  • Entrepreneurial spirit
  • Passionate about building winning businesses


To support our continued growth, we are seeking an Associate, Portfolio Reporting and Analytics to join our team. This position will report directly to the Chief Financial Officer and will work closely with the firm’s portfolio companies, investor relations and investment teams to routinely aggregate portfolio company metrics, develop related reports and integrated analyses to support performance measurements, quarterly reporting, valuations, fundraise processes, as well as respond to investor relations analytical requests.

Key Responsibilities

Own, manage and drive improvements in portfolio company performance reporting and data collection through Sterling’s internal reporting system, iLevel

Produce and analyze weekly and monthly portfolio company reporting packages to enable investment team’s review of portfolio company performance

Work closely with the CFO and investment teams to review and quality control the quarterly valuation process

Maintain investment performance models that provide information on quarterly portfolio valuation and returns for investors

Coordinate assimilation of the quarterly report to Limited Partners

Work closely with Investor Relations to prepare customized investor data requests and hoc investor communications

Coordinate responses to inbound e-mail inquiries from LPs, including investor questionnaires, fund performance queries, audit confirmations, presentations and reports

Create and maintain due diligence questionnaires and data files to facilitate dissemination of information during fundraising

Ensure consistency in iLevel reporting across portfolio companies, enabling the firm to leverage data for all use cases, including portfolio monitoring, valuations and investor reporting

Onboard new portfolio companies. Work with management and deal teams to develop dashboard metrics, ensuring consistent metrics are captured

Develop and enhance firm-wide iLevel templates to collect data and analyze portfolio and asset-level results. Build and continue to advance iLevel portal pages to view results. Push adoption by informing others of information that is available on the portal pages or otherwise

Maintain the integrity of the iLevel database, used to track key performance and investment metrics at the investment and portfolio levels

Identify opportunities to efficiently organize and present key data and trends

Drive usage and adoption of iLevel across the organization


2-5 years professional experience in an analytical role developing financial and valuation models

Exceptional analytical, excel, financial modeling, valuation and communication skills

Working knowledge of data visualization tools (Power BI, Tableau)

Strong understanding of financial reporting systems, procedures, and controls

CFA designation (or actively pursuing) a plus


Highest degree of personal integrity, judgment and professional ethics

Ensures the quality of work output by displaying a keen attention to detail

Resourceful, efficient professional with the ability to meet tight deadlines

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