Portfolio Analyst – Private Equity

Wyatt Partners; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

Wyatt Partners is looking for a Portfolio Analyst to work at the intersection of private equity, data analytics, and operational strategy. This role supports investment evaluations and develops data-driven tools to improve decision-making across the business.

You will be involved in building analytical pipelines and dashboards while utilizing programming skills in Python, SQL, or similar. Ideal candidates have a degree in a relevant field and 2+ years of experience in analytics or related areas.

Qualifications

• 2+ years of experience in Investment Banking, Private Equity Analytics, Data Engineering, Software Engineering, or Consulting.
• Strong quantitative skills and interest in financial markets.
• Ability to operate effectively in a fast-paced environment.

Responsibilities

• Support investment analysis and portfolio evaluation using data-driven methodologies.
• Assist in building and maintaining analytical pipelines and reporting infrastructure.
• Develop dashboards and visualization tools.
• Analyze datasets using quantitative techniques.
• Help automate internal workflows.

Skills

Analytical capabilities

Attention to detail

Programming in Python, SQL, R, Java, or Typescript

Interest in AI and automation

Collaboration skills

Education

Degree in Computer Science, Data Science, Finance, Information Systems, Engineering

Job description

Portfolio Analyst role with leading middle-market private equity firm.

An opportunity to work at the intersection of private equity, data analytics, AI, and operational strategy within a highly active investment environment.

The role will support investment evaluation, portfolio analysis, automation initiatives, and the development of data-driven tools that improve decision-making across the business.

Key Responsibilities

• Support investment analysis and portfolio evaluation using data-driven methodologies
• Assist in building and maintaining analytical pipelines, databases, and reporting infrastructure
• Develop dashboards and visualisation tools to support investment and operational decision-making
• Analyse market, company, and third-party datasets using quantitative techniques
• Help automate internal workflows and repetitive analytical processes
• Participate in the implementation and testing of new technology and AI-enabled tools
• Prepare presentations, reports, and analytical materials for internal stakeholders
• Contribute to the firm’s broader data, technology, and AI initiatives

Candidate Profile

• Degree in Computer Science, Data Science, Finance, Information Systems, Engineering, or a related discipline
• 2+ years’ experience in areas such as:
  • Investment Banking
  • Private Equity Analytics
  • Data Engineering
  • Software Engineering
  • Consulting or Transaction Analytics
• Strong quantitative and analytical capabilities with excellent attention to detail
• Experience with programming languages/tools such as Python, SQL, R, Java, or Typescript
• Interest in AI, automation, data modelling, and visualisation technologies
• Interest in financial markets, M&A, and investing
• Strong communication and collaboration skills
• Ability to operate effectively in a fast-paced environment

A rare opportunity to join a high performing investment platform where analytics, technology, and AI are becoming increasingly central to investment strategy and operational value creation.

The role offers exposure to private equity investing, modern data tooling, and real-world AI implementation within a sophisticated financial environment.