Associate - Portfolio Operations

Associate - Portfolio Operations

Or client is an alternative investment firm. This position supports a cross-functional portfolio operations team within a private investment firm. The role involves working across various internal groups and portfolio companies to drive strategic initiatives, improve reporting and analytics, and enhance operational efficiency.

Key Responsibilities:

Portfolio Support & Strategy

• Collaborate with internal teams and portfolio company executives throughout the investment lifecycle.
• Lead cross-functional projects involving analytics, reporting, and performance tracking.
• Prepare materials for executive-level meetings and investor presentations.
• Facilitate knowledge-sharing networks across functional areas.

Data & Process Optimization

• Streamline workflows and implement automation to improve reporting cadence and data accuracy.
• Manage and enhance data quality across multiple internal systems and platforms.
• Support ESG and responsible investment reporting efforts.

Qualifications:

• Bachelor's degree with strong academic performance.
• 3-5 years of experience in analytics-heavy, client-facing roles (consulting, advisory, or private equity preferred).
• Strong project management, communication, and organizational skills.
• Proven ability to lead initiatives and deliver results in fast-paced environments.
• Experience with financial modeling, data visualization tools (e.g., Power BI), and sustainability frameworks (e.g., SASB, TCFD).
• Familiarity with enterprise platforms and databases (e.g., Salesforce, Smartsheet).

Additional Skills:

• Advanced Excel and PowerPoint proficiency.
• Strong analytical thinking and ability to translate data into actionable insights.
• Professional demeanor and discretion with sensitive information.

If this description and list of skills apply to you, click to apply today.