Portfolio Analytics Analyst - AI-Driven Growth

General Atlantic Service Company, L.P; New York (NY); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Competitive pay

Health, dental, vision insurance

Retirement plan with employer matching

Professional development

Inclusive culture

Job summary

General Atlantic is seeking an Analyst for the Portfolio Management team in New York. The role focuses on analytics and risk management across 200+ portfolio companies, supporting quarterly planning and internal/external reporting.

You will collaborate with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance teams to consolidate data, draw insights, and influence decisions. The position requires a finance-related degree, 1+ year experience, strong financial statement

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or 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.
• 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, independent work style with minimal supervision.
• Curiosity, resourcefulness, and teamwork.
• Experience with planning/reporting or data visualization tools (PowerBI, iLevel) a plus.
• Hands-on experience using AI tools (ChatGPT, Glean, Copilot) to improve analysis.

Responsibilities

• Support quarterly financial planning cycles across portfolio companies, consolidating information for leadership via Portfolio Committee meetings.
• Collaborate across the firm with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance teams.
• Collect, review, and analyze portfolio company-level data across GA’s 250+ portfolio companies.
• Analyze investment performance, returns, and key metrics for company and fund/portfolio levels.
• Develop metrics, solve problems, and prepare materials for senior-level audiences.
• Synthesize findings across 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 and speed up research and data synthesis.
• Identify and pilot new ways to apply AI to portfolio data and workflows.

Skills

Finance knowledge

Financial statements

Presentation skills

Stakeholder management

MS Office (Excel, PowerPoint)

Data visualization tools

AI tools experience

Education

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

Tools

PowerBI

iLevel

Job description

General Atlantic is seeking an Analyst for the Portfolio Management team in New York. The role focuses on analytics and risk management across 200+ portfolio companies, supporting quarterly planning and internal/external reporting.

You will collaborate with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance teams to consolidate data, draw insights, and influence decisions. The position requires a finance-related degree, 1+ year experience, strong financial statement