Associate, Portfolio Analytics

InforCapital, partnership; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment analysis and requires 2-3 years' experience, along with a Bachelor's degree in accounting or finance.

The Associate will work closely with investment professionals on portfolio monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft Excel are key requirements.

Qualifications

• 2-3 years of experience in investment analysis, accounting, or related field.
• Strong understanding of fund reporting and partnership accounting.
• Minimum GPA of 3.4.

Responsibilities

• Assist in portfolio monitoring with investment professionals.
• Perform detailed analysis of quarterly investment report valuations.
• Prepare quarterly investor reports and performance returns.

Skills

Financial analysis

Investment analysis

Attention to detail

Presentation skills

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Excel

Microsoft Word

Job description

# Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew York, United StatesDate PostedMay 27, 2026RegionNew YorkStay ahead of the marketGet instant notifications when new job openings matching "Secondaries / Associate jobs in New York, United States" are published.## About This RoleAres Management's Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments, with AUM of approximately $38 billion as of September 30, 2025. The team is looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT, joining a dynamic Finance team of approximately 60 professionals across West Hartford, Boston, and New York.The role requires investment analysis, accounting, or private equity/fund of funds experience, with a solid understanding of fund reporting, partnership accounting, and performance metrics.Key Responsibilities:- Work with investment professionals to assist in portfolio monitoring- Perform detailed analysis of quarterly investment report valuations, including diversification metrics and valuation gains and losses- Prepare quarterly investor reports and performance returns at portfolio and fund levels (TWR, IRR, Multiples)- Analyze valuation changes and drivers across portfolio investments- Process investment amendments and consents with investment professionals- Provide data to Investor Relations for investor presentations and fundraising effortsQualifications:- Bachelor's degree in accounting or finance- 2-3 years of experience in investment analysis, accounting, or a related field- Strong financial analysis, writing, and presentation skills- Proficiency in Microsoft Excel and Word- Self-motivated with strong work ethic and attention to detail- Minimum GPA of 3.4Ares Management is a global alternative investment manager with a 25+ year track record. Their culture is guided by core values — Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy — with a purpose to be a catalyst for shared prosperity.Apply for this Position