Portfolio Data Analyst

Career Launch AI; New York (NY); Hybrid; USD 140,000 - 185,000; Full time

Benefits offered by this job

Career support and interview preparation

Access to curated job board

Automated application tools

Job summary

A financial services provider is looking for a Portfolio Data Analyst to support data collection, reporting, and analytics focused on investment performance. The ideal candidate should have a Bachelor’s degree and strong Excel skills, with familiarity in SQL and BI tools. Responsibilities include analyzing data to identify trends and preparing recommendations for investment teams. This role offers exposure to private market decision-making and collaboration with investment professionals, making it a great opportunity for early-career analysts.

Qualifications

• Strong analytical skills and ability to identify trends and insights.
• Prior internships or experience in private equity or investment banking preferred.
• High attention to detail and a proactive problem-solver.

Responsibilities

• Collect, clean, and standardize financial and operational data.
• Build and maintain recurring portfolio reporting.
• Design and maintain KPI dashboards tailored to portfolio companies.
• Analyze portfolio data to identify trends and performance drivers.

Skills

Strong Excel skills

Experience with SQL

Data visualization platforms

Strong data hygiene instincts

Ability to communicate insights

Education

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, Computer Science, or related field

Job description

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)

About This Role

This Portfolio Data Analyst description represents the type of early-career data-driven portfolio analytics roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of our platform gain access to exclusive portfolio data, analytics, and investment support roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles at investment firms.

More information is available at careerlaunch.ai.

About the Opportunity

Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a technically strong Portfolio Data Analyst to support portfolio-wide data collection, reporting, and analytics.

Individuals in roles like this sit at the intersection of finance, data, and operations, enabling investment teams and operating partners to make better decisions through clean, timely, and actionable data.

The work environment is typically lean, offering meaningful exposure to portfolio companies, investment professionals, and firm-level reporting processes.

Day-to-Day Responsibilities

Collect, clean, and standardize financial and operational data across portfolio companies

Build and maintain recurring portfolio reporting (monthly, quarterly, and annual)

Ensure data accuracy, consistency, and auditability across systems

Design and maintain KPI dashboards tailored to portfolio companies and sectors

Track performance versus budget, underwriting cases, and historical trends

Monitor leading indicators related to growth, margin, liquidity, and risk

Analytics & Decision Support

Analyze portfolio data to identify trends, outliers, and performance drivers

Support investment and operating teams with ad hoc analyses and insights

Translate complex datasets into clear, decision-ready outputs

Portfolio Operations & Value Creation Support

Support portfolio initiatives related to pricing, cost structure, customer metrics, and operational efficiency

Assist with benchmarking portfolio companies against peers and industry data

Contribute analytical support for add-on acquisitions, refinancing, and exit readiness

Systems, Tools & Process Improvement

Help improve internal data workflows, reporting templates, and analytics tools

Support integration of new portfolio companies into reporting systems

Collaborate with internal stakeholders to improve data governance and automation

What Makes This Work Engaging

Direct exposure to how private market portfolios perform post-investment

Opportunity to shape how data is used in investment and operating decisions

Collaboration with investors, operating partners, and portfolio executives

Accelerated learning across private markets, portfolio management, and analytics

Ideal Candidate Profile

This profile reflects the competencies commonly sought for portfolio data and analytics roles.

Education & Technical Skills

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, Computer Science, or related field

Strong Excel skills; experience with SQL, BI tools, or data visualization platforms is a plus

Solid understanding of financial statements and KPI-based performance analysis

Familiarity with private equity or portfolio reporting structures preferred

Experience (Formal or Informal)

Prior internships or experience in private equity, investment banking, consulting, FP&A, analytics, or operations preferred

Demonstrated interest in data-driven decision-making in finance or investing

Soft Skills & Mindset

High attention to detail and strong data hygiene instincts

Ability to communicate insights clearly to non-technical stakeholders

Proactive problem-solver with a process-improvement mindset

Comfortable working in fast-paced, unstructured environments

Curious, coachable, and eager to learn portfolio-level analytics

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance, analytics, and buy-side roles.

AI-Powered Job Search Automation

Automated applications to a large volume of relevant roles with tailored resumes

Targeted search across private equity, private credit, venture capital, investment banking, analytics, and corporate development

Human-led outreach to investment professionals and operating teams

Support in initiating warm conversations beyond traditional job portals

Execution & Tracking Support

Streamlined systems to manage applications, outreach, and interviews

End-to-end administrative support throughout the search process

Interview & Case Preparation

Assistance with portfolio analytics, data interpretation, and finance cases

Behavioral and technical interview preparation

Ongoing guidance throughout the hiring and placement process

Learn More or Apply

To access roles of this kind through the Career Launch AI platform, visit:
careerlaunch.ai

Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.

Career Launch AI — Powered by Initio Capital
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