In this role, you’ll take ownership of portfolio analysis and reporting across a diverse investment portfolio.
Responsibilities include ongoing performance monitoring, quarterly valuations, investor and regulatory reporting, and supporting fundraising efforts.
You’ll also play a key role in building and enhancing data tools and AI-driven solutions to improve workflows and reporting capabilities.
Not Met Priorities
What still needs stronger evidence
Requirements
3+ years of experience in private equity, investment banking, public accounting, or a similar environment
Strong understanding of valuation concepts and fund-level economics
Advanced Excel skills and experience with financial modeling and data analysis
Exposure to tools like Power BI, Anaplan, or similar platforms
Interest or experience in automation, AI tools, or building data solutions
Highly detail-oriented with strong communication and ownership mindset This is a unique opportunity to sit at the intersection of finance, data, and technology while contributing to a fast-paced, high-impact team.
Preferred Skills
Exposure to tools like Power BI, Anaplan, or similar platforms
Interest or experience in automation, AI tools, or building data solutions
Highly detail-oriented with strong communication and ownership mindset This is a unique opportunity to sit at the intersection of finance, data, and technology while contributing to a fast-paced, high-impact team.
Education
(Not required)
– 3+ years of experience in private equity, investment banking, public accounting, or a similar environment
We’re partnering with a leading investment firm to hire a Portfolio Analyst to join a high-performing Finance team. This is a great opportunity for someone with strong analytical skills, a foundation in finance, and a passion for leveraging data and technology to drive impact. In this role, you’ll take ownership of portfolio analysis and reporting across a diverse investment portfolio. Responsibilities include ongoing performance monitoring, quarterly valuations, investor and regulatory reporting, and supporting fundraising efforts. You’ll also play a key role in building and enhancing data tools and AI-driven solutions to improve workflows and reporting capabilities. What we’re looking for: 3+ years of experience in private equity, investment banking, public accounting, or a similar environment Strong understanding of valuation concepts and fund-level economics Advanced Excel skills and experience with financial modeling and data analysis Exposure to tools like Power BI, Anaplan, or similar platforms Interest or experience in automation, AI tools, or building data solutions Highly detail-oriented with strong communication and ownership mindset This is a unique opportunity to sit at the intersection of finance, data, and technology while contributing to a fast-paced, high-impact team.
Private Equity
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Boston, MA