AI-Driven Portfolio Management Analyst

General Atlantic; New York (NY); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental, and vision insurance

401(k) with employer matching

Professional development opportunities

Collaborative and inclusive culture

Job summary

General Atlantic is seeking an Analyst to support the Portfolio Management team in a two-year program based in New York. The role provides a broad view of GA’s 200+ portfolio companies and involves analytics, reporting to senior leadership, and collaboration with multiple teams.

You will work on financial planning cycles, performance analysis, and AI-enabled data insights, with a pathway to extended responsibilities based on performance and business needs.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; equivalent work experience considered.
• At least 1 year of experience in the consulting, accounting, corporate finance, or banking industry.
• Strong understanding of financial statements – P&L, Balance Sheet, and Cash Flow.
• Ability to develop presentations leveraging creativity, thoughtful business judgment and problem solving.
• Experience working with multiple stakeholders and strong verbal/written communication.
• Excellent Excel and PowerPoint skills; familiarity with data tools like PowerBI or iLevel is a plus.
• Hands-on experience using AI tools to improve analysis, automate work, and streamline workflows.

Responsibilities

• Support quarterly financial planning cycles across portfolio companies, consolidating information and providing analyses to leadership.
• Collaborate across the firm with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance teams.
• Collect, review, and analyze portfolio company-level data across 250+ portfolio companies.
• Analyze investment performance, returns, and key metrics at both company and fund/portfolio levels.
• Develop metrics, solve problems, and prepare materials for senior-level audiences.
• Synthesize findings across the portfolio and macro data to deliver actionable insights.
• Support design and implementation of process improvement and new technology initiatives.
• Use AI tools to automate analysis and reporting, speeding up research.
• Identify and pilot new AI applications and share results with colleagues.

Skills

Financial analysis

Presentation skills

Communication

Independent work

AI literacy

Education

Bachelor's degree in Finance/Accounting/Business Administration or related field

Tools

Excel

PowerPoint

PowerBI

iLevel

AI tools (ChatGPT, Glean, Copilot)

Job description

General Atlantic is seeking an Analyst to support the Portfolio Management team in a two-year program based in New York. The role provides a broad view of GA’s 200+ portfolio companies and involves analytics, reporting to senior leadership, and collaboration with multiple teams.

You will work on financial planning cycles, performance analysis, and AI-enabled data insights, with a pathway to extended responsibilities based on performance and business needs.