Associate, Portfolio Management

General Atlantic; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

A leading global investor is seeking an Associate for its Portfolio Management team in New York. This role involves financial planning, data analysis, and collaboration with various departments to support over 200 portfolio companies. Ideal candidates will have strong analytical skills and experience in finance or consulting. The position offers competitive compensation and opportunities for professional development.

Benefits

Competitive compensation

Health insurance

Dental insurance

Vision insurance

Retirement savings plan

Professional development opportunities

Qualifications

• At least 3 years of experience in consulting, accounting, corporate finance, or banking.
• Strong understanding of financial statements.

Responsibilities

• Support quarterly financial planning cycles across portfolio companies.
• Collect, review, and analyze portfolio company data.
• Independently manage projects and workstreams.

Skills

Financial Analysis

Data Analysis

Communication

Problem Solving

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Tools

Power BI

Alteryx

Microsoft Excel

Microsoft PowerPoint

Job description

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 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 long-term 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, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $108 billion in assets under management, inclusive of all strategies, as of March 31, 2025, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com

Position Description

General Atlantic is looking to hire an Associate to support the Portfolio Management team. This position will report directly to the Vice President of Portfolio Management. 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, 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. The generalist role will have a broad overall view of GA’s 200+ portfolio companies, and within GA itself. The Associate will partner with professionals across the firm while serving a vital role to the efficiency and effectiveness of the Portfolio Management team.

Responsibilities

• This role will play a critical part in supporting the quarterly financial planning cycles across portfolio companies while 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 on portfolio requests.
• Collect, review, and analyze portfolio company level data across GA’s 200+ portfolio companies.
• Leverage portfolio data to architect 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 initiatives to drive scalable analysis and insight across the team and firm.
• Independently manage projects and workstreams, delivering strategic insights with minimal oversight.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred but not required depending on applicable work experiences.
• At least 3 years 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.
• Experience supervising and developing junior team members.
• Excellent Microsoft office skills, including Excel and PowerPoint.
• Self-motivated; has a “can-do” attitude and demonstrated ability to work independently.
• Record of outstanding professional and academic achievement.
• Experience or exposure to planning and reporting or data visualization tools (e.g., Power BI, Alteryx) is a plus but not required.

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 $120,000-$140,000, 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/

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