Analyst, Portfolio Management

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

About General Atlantic

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 885 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create lasting value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Infrastructure, and Strategic Solutions. General Atlantic manages approximately $126 billion in assets under management, inclusive of all strategies, as of March 31, 2026, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit www.generalatlantic.com.

Position Summary

General Atlantic is looking to hire an Analyst to support the Portfolio Management team. This role is a two-year program (with the ability to extend, depending on performance and business need).

The Portfolio Management team provides a senior-level analytics and risk management function at the firm, working closely with our senior leaders and investment team members, and partnering with our fundraising, finance operations, valuations, and capital markets teams. The Portfolio Management team leverages portfolio company data to identify risks and opportunities and assess the general health of our portfolio for the senior-level Portfolio Committee. The team also leverages this data for internal and external reporting, including directly with investors. This generalist role offers a broad view of GA’s 200+ portfolio companies and of the firm itself. The Analyst will partner with professionals across the firm while serving a vital role to the efficiency and effectiveness of the Portfolio Management team.

Responsibilities

• Support the quarterly financial planning cycles across portfolio companies, consolidating information and providing analyses to leadership via Portfolio Committee meetings.


• Collaborate across the firm working with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance professionals.


• Collect, review, and analyze portfolio company-level data across GA’s 250+ portfolio companies.


• Analyze investment performance, returns, and key metrics to draw insights and conclusions at both the company and fund/portfolio levels.


• Leverage portfolio data to develop metrics, solve problems, and prepare materials for senior-level audiences influencing decision-making.


• Synthesize findings across the portfolio and macro data to deliver thoughtful analysis and actionable insights.


• Support the design and implementation of process improvement and new technology initiatives to drive scalable analysis and insight across the team and firm.


• Use AI tools in day-to-day work to automate analysis and reporting, and to speed up research and data synthesis.


• Identify and pilot new ways to apply AI to portfolio data and team workflows, and share what works with colleagues.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred; 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 (i.e., ability to interpret financial data and related management information).


• Ability to develop presentations leveraging creativity, thoughtful business judgment and problem solving.


• Experience working with multiple stakeholders, effective verbal and written communication skills, and ability to synthesize information.


• Excellent Microsoft Office skills, including Excel and PowerPoint.


• Self-motivated, with a demonstrated ability to own specific parts of projects and work independently with minimal supervision.


• Intellectually curious, resourceful, and team-oriented, with a collaborative approach to problem solving.


• Experience or exposure to planning and reporting or data visualization tools (e.g., PowerBI, iLevel) is a plus but not required.


• Hands-on experience using AI tools (e.g., ChatGPT, Glean, Copilot, or similar platforms) to improve analysis, automate work, and streamline workflows; candidates should be prepared to discuss specific examples.

GA Value

• Competitive compensation


• Comprehensive health, dental, and vision insurance plans


• Retirement savings plan with employer matching


• Professional development opportunities and ongoing training


• Collaborative and inclusive work culture with opportunities for advancement

General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $100,000-$115,000 of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience. Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one’s contributions towards the organization’s success.

General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

By completing this application, you are consenting to General Atlantic’s processing and use of your personal data. Information on how General Atlantic will use and process your data can be found here: https://www.generalatlantic.com/privacy-notice/