Portfolio Analytics Analyst
Portfolio Analytics AnalystLeading Private Investment Firm | Chicago, IL (Hybrid)Compensation: 100k-120k base + 15% bonusComprehensive benefits packageWork Model: Hybrid schedule (3 days on-site)Company OverviewWe are partnering with a highly regarded investment firm focused on building and scaling market-leading businesses across a variety of industries. The firm has a long history of partnering with management teams to drive growth, operational improvement, and strategic value creation. With an expanding portfolio and increasing demand for data-driven decision making, the firm is continuing to invest in its portfolio analytics and performance management capabilities. The analytics team serves as a critical link between investment professionals, operating executives, and portfolio company leadership teams.Position OverviewThe Portfolio Analytics Analyst will support portfolio monitoring, operational performance reporting, and strategic analysis across a diverse group of portfolio companies.This role combines financial analysis, business intelligence, data analytics, and executive reporting responsibilities. The individual will work closely with investment professionals, operating partners, finance leaders, and management teams to help identify trends, evaluate performance, and support value creation initiatives.This position is ideal for someone with strong analytical capabilities who enjoys working with large data sets, building reporting tools, and translating complex information into actionable business insights.Key ResponsibilitiesPortfolio Performance AnalyticsMonitor financial and operational performance across a portfolio of operating companiesAnalyze monthly, quarterly, and annual performance trends against budgets, forecasts, and strategic plansDevelop KPI dashboards and reporting packages used by investment and operating teamsIdentify performance drivers, risks, and opportunities across portfolio businessesSupport benchmarking initiatives across companies and industriesExecutive & Investment ReportingPrepare recurring portfolio performance reports for senior leadership and investment professionalsAssist with board presentation materials and management reporting packagesConsolidate operational and financial information from multiple portfolio companiesDevelop analyses that support strategic decision-making and resource allocationData & Business IntelligenceBuild and maintain dashboards, scorecards, and reporting toolsAggregate, validate, and analyze data from multiple internal and external sourcesImprove data quality, reporting consistency, and KPI standardization across portfolio companiesSupport implementation of business intelligence and reporting initiativesStrategic ProjectsAssist with acquisition onboarding and portfolio integration projectsSupport value creation initiatives through operational and financial analysisPerform ad hoc modeling and analytics related to growth initiatives, profitability improvement, and operational efficiencyPartner with operating executives and finance teams on special projects as neededIdeal Candidate ProfileBachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field2–4 years of experience in investment banking, consulting, FP&A, transaction advisory, business analytics, corporate finance, or private equity operations supportStrong financial analysis and Excel skillsExperience building dashboards and working with large data setsExposure to Power BI, Tableau, SQL, Alteryx, or similar analytics tools preferredStrong communication and presentation skillsAbility to interact confidently with executives and cross-functional stakeholdersHighly organized with strong attention to detail and intellectual curiosityPreferred BackgroundsInvestment Banking AnalystsTransaction Advisory / Financial Due Diligence professionalsFP&A Analysts from private equity-backed businessesBusiness Intelligence or Corporate Strategy AnalystsConsulting professionals with strong data and analytics exposureWhy This OpportunityDirect exposure to investment professionals, operating executives, and portfolio company leadership teamsOpportunity to influence decision-making across multiple businesses and industriesBlend of finance, strategy, operations, and analytics workHigh-visibility role with significant career development potentialExposure to acquisitions, value creation initiatives, and portfolio company performance managementCollaborative culture with strong mentorship and long-term growth opportunities