Portfolio Returns Analyst
Career Launch AI
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Job summary
Qualifications
- Strong financial analysis skills.
- Experience with performance dashboards is a plus.
- Interest in investment performance analysis.
Responsibilities
- Track and analyze deal-level and portfolio-level returns.
- Monitor realized vs. unrealized performance across portfolio companies.
- Prepare portfolio performance summaries for senior leadership.
Skills
Education
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)
This Portfolio Returns Analyst description represents the type of early-career, analytics-focused private equity 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 investment and portfolio analytics 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-caliber finance opportunities.
More information is available at careerlaunch.ai.
Lower middle-market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal-level and portfolio-wide performance measurement, valuation analysis, and return attribution.
Individuals in roles like this focus on understanding how investments perform over time, how value is created post-close, and how portfolio returns compare to underwriting expectations. The role partners closely with investment teams, portfolio operations, and senior leadership to deliver clear insights into realized and unrealized performance.
The work environment is typically lean and data-driven, offering exposure to fund economics, valuation processes, and portfolio performance reviews.
Track and analyze deal-level and portfolio-level returns (IRR, MOIC, DPI, TVPI)
Monitor realized vs. unrealized performance across portfolio companies
Perform return attribution analysis to identify drivers of value creation
Support quarterly and ad hoc valuation updates for portfolio companies
Analyze operating performance relative to underwriting assumptions
Update valuation models using comparable companies, precedent transactions, and performance metrics
Support internal performance reviews and investment committee discussions
Prepare portfolio performance summaries for senior leadership and LP reporting
Assist in preparing materials highlighting portfolio returns, trends, and risks
Communicate performance insights and key takeaways in a clear, data-driven manner
Support post-investment reviews and lessons-learned analyses
Support analysis related to follow-on investments, add-ons, and exit timing
Assist with scenario analysis for refinancing, recapitalizations, and exits
Contribute to performance evaluation for new investments and portfolio optimization initiatives
Deep exposure to how private equity returns are generated and measured
Direct involvement in portfolio performance reviews and valuation processes
High-impact analytical work informing exit strategy and capital decisions
Accelerated learning in fund performance, valuation, and portfolio management
This profile reflects the competencies commonly sought for portfolio returns–focused private equity roles.
Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel and financial analysis skills; experience with performance dashboards is a plus
Solid understanding of valuation methodologies and return metrics
Prior internships or experience in private equity, investment banking, asset management, valuation, or corporate finance is beneficial
Exposure to portfolio monitoring, valuation, or fund reporting is a plus
Demonstrated interest in investment performance analysis and returns
Strong analytical mindset with attention to detail
Ability to translate complex performance data into clear insights
Clear written and verbal communication skills
Comfortable working across multiple investments simultaneously
Curious, coachable, and motivated to learn portfolio-level decision-making
Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles.
Automated applications to a large volume of relevant roles with tailored resumes
Targeted search across private equity, portfolio analytics, and performance-focused roles
Human-led outreach campaigns to relevant recruiters and decision-makers
Support initiating warm conversations beyond traditional job portals
Streamlined systems to manage applications and outreach
End-to-end administrative support during the search process
Assistance with portfolio returns, valuation, and performance analysis cases
Support with behavioral and technical interview readiness
Ongoing guidance provided throughout the hiring process
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.
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