Portfolio Analytics – Snr Associate

Wyatt Partners; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Wyatt Partners in Chicago offers a Portfolio Analyst role at the intersection of private equity, data analytics, AI, and operational strategy. You will support investment evaluation, portfolio analysis, and the development of data-driven tools.

The position emphasizes building dashboards, automating workflows, and collaborating across teams to create value through data, technology, and AI initiatives within a sophisticated investment environment.

Qualifications

• Degree in CS/Data Science/Finance/IS/Engineering required.
• 4+ years in Investment Banking / Private Equity Analytics / Data Engineering / Software Engineering / Consulting.
• Strong quantitative and analytical capabilities with attention to detail.
• Experience with Python/SQL/R/Java/TypeScript.

Responsibilities

• Support investment analysis and portfolio evaluation using data-driven methods.
• Build and maintain analytical pipelines, databases, and reporting infrastructure.
• Develop dashboards and visualization tools for investment and operations.
• Analyze market, company, and third-party data using quantitative techniques.
• Help automate internal workflows and repetitive analytics processes.
• Participate in implementing AI-enabled tools and new technology.

Skills

Python

SQL

R

Java

TypeScript

Education

Bachelor's 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
• 4+ 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.