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Case study · TresVista · Endowment · From Dec 2023
Portfolio review dashboards for a US endowment
Situation
The endowment's investment team, from directors to analysts, needed to review its fund portfolio for decisions ranging from GP relationships to new investments.
Approach
Built Excel portfolio dashboards with pivot-table filters for investment size, returns, investment year, geography, fund manager and follow-on investments, along with GP profiles and fund performance benchmarked against Bloomberg quarterly benchmarks.
Outcome
I built them so the investment team could explore performance by any of those filters. Six months after becoming Senior Analyst, I was given an analyst on this client, taking my team to two analysts.
Timeline
- Dec 2023Took on the client as a newly promoted Senior Analyst.
- Mid 2024Given an analyst on the client, managing two analysts in total.
- Dec 2024Promoted to Associate.