Portfolio Data Analyst
Career Launch AI
New York, NY
Portfolio Data Analyst
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
Portfolio Data Management & Reporting
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
KPI Tracking & Dashboard Development
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
Recruiter & Hiring Manager Outreach
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
Continued Support
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.
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