Analyst, Portfolio Management

General Atlantic • New York, NY

2d • $100,000 - $115,000

About The Position

General Atlantic is hiring an Analyst to support its Portfolio Management team in a two-year program, with the possibility of extension depending on performance and business need. The team provides senior-level analytics and risk management, working with firm leaders and investment professionals and partnering with fundraising, finance operations, valuations, and capital markets teams. It uses portfolio company data to assess portfolio health, identify risks and opportunities, and support internal and investor reporting, including materials for the senior-level Portfolio Committee. This generalist role offers exposure to more than 200 portfolio companies and the firm’s operations. The Analyst will work with colleagues across the firm and contribute to the Portfolio Management team’s effectiveness and efficiency.

Requirements

• At least 1 year of experience in consulting, accounting, corporate finance, or banking.
• Strong understanding of financial statements, including the P&L, balance sheet, and cash flow, and ability to interpret financial data and related management information.
• Ability to develop presentations using creativity, business judgment, and problem-solving skills.
• Experience working with multiple stakeholders, strong verbal and written communication skills, and ability to synthesize information.
• Excellent Microsoft Office skills, including Excel and PowerPoint.
• Self-motivation and demonstrated ability to own parts of projects and work independently with minimal supervision.
• Intellectual curiosity, resourcefulness, and a team-oriented, collaborative approach to problem solving.
• Hands-on experience using AI tools such as ChatGPT, Glean, Copilot, or similar platforms to improve analysis, automate work, and streamline workflows; candidates should be prepared to discuss specific examples.

Nice To Haves

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; equivalent work experience is also considered.
• Experience or exposure to planning and reporting or data visualization tools, such as PowerBI or iLevel.

Responsibilities

• Support quarterly financial planning cycles across portfolio companies by consolidating information and providing analyses to leadership through Portfolio Committee meetings.
• Collaborate with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance professionals.
• Collect, review, and analyze portfolio company-level data across General Atlantic’s portfolio companies.
• Analyze investment performance, returns, and key metrics, drawing insights at company and fund or portfolio levels.
• Use portfolio data to develop metrics, solve problems, and prepare materials for senior-level audiences to inform decision-making.
• Synthesize portfolio and macroeconomic data into thoughtful analysis and actionable insights.
• Support the design and implementation of process improvements and technology initiatives to make analysis and insights scalable across the team and firm.
• Use AI tools in day-to-day work to automate analysis and reporting and accelerate research and data synthesis.
• Identify and pilot new applications of AI for portfolio data and team workflows, and share effective approaches with colleagues.

Benefits

• Competitive compensation, including a base salary of $100,000–$115,000; the exact amount depends on role fit, special skills, and experience.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer matching and retirement savings contributions.
• Professional development opportunities and ongoing training.
• Collaborative and inclusive work culture with opportunities for advancement.
• Medical insurance and mental and physical health resources.
• Equal pay program.
• Annual discretionary bonuses and long-term incentive programs for eligible employees, offered in recognition of performance and contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level