Portfolio Data Analyst

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 ResponsibilitiesPortfolio 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.

Career Launch AI — Powered by Initio Capital

8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Skills

Accounting, Administrative Skills, Analysis Skills, Artificial Intelligence (AI), Automation, Behavioral Interviewing, Benchmarking, Budget Management, Business Intelligence Software, Communication Skills, Computer Science, Consulting, Corporate Planning, Data Analysis, Data Collection, Data Management, Data Quality, Data Sets, Data Visualization Tools, Decision Support, Detail Oriented, Economics, Finance, Financial Analysis, Financial Operations, Financial Planning and Analysis (FP&A), Financial Statements, Interviewing Skills, Investment Analysis, Investment Management, Investment Services, Liquidity, Mathematics, Metrics, Microsoft Excel, Operational Audit, Performance Analysis, Performance Metrics, Portfolio Analysis, Pricing, Problem Solving Skills, Process Improvement, Reporting Dashboards, Risk, SQL (Structured Query Language), Software Administration, Time Management, Trend Analysis, Underwriting, Venture Capital

About the Company

Career Launch AI