Associate, Portfolio Analytics

About the role

The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics.

Responsibilities

• Support Vendor Operations
• Raise issues and risks as appropriate while helping maintain smooth day-to-day operations.
• Monitor assigned work queues and help track deliverables against agreed timelines.
• Respond to vendor questions and partner with internal teams to resolve inquiries.
• Absorb and assist with the day-to-day coordination of vendor-supported workstreams.
• Perform Quality Review
• Complete random sampling of completed work to verify adherence to documented procedures.
• Identify data anomalies, process inconsistencies, and opportunities for improvement.
• Document findings and support follow-up activities to improve overall quality.
• Help maintain process documentation and quality control checklists.
• Support Process Improvement
• Find opportunities to improve efficiency through operational improvements or automation.
• Participate in documenting new workflows and updating existing operating procedures.
• Assist with onboarding new vendor-supported activities and validating completed work.
• Contribute ideas that simplify operational processes and reduce manual effort.
• Document & Data Management
• Support document tracking and reconciliation to help ensure financial documents are received and processed.
• Monitor and organize financial statement documentation within approved repositories, including SharePoint.
• Absorb and assist with maintaining accurate records supporting vendor activities.
• Team Support
• Build familiarity across Portfolio Analytics processes, including partnership performance, operating metrics, cash flows, and reporting.
• Provide support across multiple workstreams to improve team flexibility during peak periods.
• Partner with teammates to share knowledge and promote consistent execution.

Qualifications

• Proficiency in reviewing financial documents including balance sheets, income statements, cash flow reports, and investment schedules, with preference for experience in private equity or alternative investment contexts.
• Experience working with platforms like SharePoint, eFront, S&P Capital IQ, Pitchbook, or comparable systems.
• Background in private markets, portfolio analytics, or due diligence processes.
• Exposure to quality control, reconciliation, or data governance concepts.
• Interest in driving improvement in execution and operational excellence.

Skills

• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Comfortable managing multiple priorities while maintaining accuracy.
• A willingness to learn new systems and adapt to evolving processes.
• Strong organizational skills and attention to detail.
• Strong written and verbal communication skills.

Benefits

Base Salary: $80,000.00 - $90,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs.