Portfolio Management Analyst

Ashford Inc. • Dallas, TX

9h

About The Position

We are looking for an Analyst of Portfolio Management to be part of our
dedicated Products and Services team. This is not a real estate role, though
these companies do serve the hospitality end market. Responsibilities will
include providing ongoing portfolio company support (primarily FP&A), working on
board presentation materials, ad-hoc projects, and exposure to add-on
acquisitions for our portfolio companies. Candidate is comfortable working
independently and directly with all levels of management, and with juggling
multiple projects at once. Ideal candidate strengths are organization, working
in Excel and PowerPoint, analyzing business performance, and an ability to think
critically and solve problems.

 This position offers competitive compensation and is a career track
opportunity.

Requirements

• Undergraduate degree in analytical field (finance, accounting, economics, etc.) required.
• 1-2 years of work experience.
• Strong organizational skills and the ability to think critically
• Basic understanding of accounting and P&L analysis
• Familiarity with Excel and PowerPoint
• Strong oral and written communication skills
• Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
• Have a very strong work ethic, organizational skills and ability to multi-task

Responsibilities

• Develop strong working relationships with the management teams of our portfolio companies and target companies
• Preparation/review of existing portfolio company budgets, goals and forecasts
• Monthly financial reviews of each portfolio company
• Ability to take a large amount of data and analysis and convert into a concise presentation to inform executives
• Analyze and monitor debt metrics including payment terms, financial covenants, and other restrictions
• Assist with the preparation of Ashford board and investment committee presentations
• Conduct industry research
• Ad hoc projects

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level