Location
Washington DC
In Office Requirement
3+ days
Position Id
EB-9835028520
Job Type
Full-Time Regular


Our client is seeking an Analyst, Portfolio Analytics to join the growing Finance team led by the CFO and Controller. The Finance team works closely with the Company's investment, operations and investor relations teams and directly communicates with firm's Founder/CEO and COO. This position is based in Washington, DC and will require some travel.

RESPONSIBILITIES:

  • Build internal analytics tools to assist with evaluating prospective investments and firm-wide private equity and venture capital fund strategies
  • Prepare portfolio company financial data and KPIs for deep analysis, strategic review, and preparation of quarterly deliverables for senior leadership
  • Build and maintain models for forecasting fund performance, returns, and scenario analysis
  • Build automation pipelines to collect, process, analyze, and distribute portfolio company data
  • Evaluate internal data processes for gaps or inefficiencies and design and implement solutions
  • Build company data dashboards and internal reporting tools for CEO, CFO and investment leads
  • Assist with quarterly valuation process including preparing models and related infrastructure
  • Assist IR team in investor fundraising with critical analysis, due diligence and other data requests
  • Ad hoc responsibilities as needed

REQUIREMENTS:

  • Experience using Python or a similar language (e.g., R) for advanced analytics and scripting
  • Experience with large data sets, data visualization, process design and optimization
  • Advanced knowledge of Microsoft Excel (Pivot Tables, Lookups, Macros) along with the ability to write complex and dynamic functions
  • Understanding of basic finance concepts (e.g., financial statements, profitability, valuation); deeper industry experience or interest in venture capital, private equity, or asset management is preferred
  • Experience with PowerBI, Power Query, Power Automate, SQL, REST APIs, AI tools is optional but preferred
  • Adaptability and willingness to learn
  • Ability to effectively multi-task, manage deadlines, and communicate clearly
  • Superior organization, attention to detail and high ethical standards
  • Bachelor’s and/or Master’s degree in Computer Science, Data Analytics, Engineering, Economics, Statistics, Finance or related fields
  • CS / Data Analytics degree not a requirement, but intermediate-level coding and Excel skills are necessary
  • 1-2 years of relevant experience is preferred