Portfolio Implementation and Oversight Analyst

Your Responsibilities

• Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
• Monitor portfolio mandates, guidelines and restrictions in internal systems and help ensure accuracy across downstream tools, controls and processes
• Aid in preparing materials for audits, regulatory reviews, and oversight requests, including gathering data, documentation, and process descriptions
• Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement
• Build and maintain reporting and analytics (primarily in Excel and Power BI) that provide transparency into PMG processes, portfolio activity and key metrics
• Contribute to continuous process improvement efforts, identifying inefficiencies, proposing enhancements, and helping to test and roll out new workflows

Your Background And Skills Will Include

• Bachelor’s degree; quantitative, finance, economics, or related disciplines a plus; 3.3+ GPA preferred
• Familiarity with private markets (private equity, private credit, real assets and/or secondaries) and strong interest in portfolio management
• Strong Excel skills (pivot tables, lookups, basic modeling); interest in or exposure to Power BI or similar analytics tools is a plus
• High attention to detail and comfort managing multiple workstreams and deadlines across a portfolio lifecycle
• Strong verbal and written communication skills, including the ability to summarize complex information clearly
• Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion
• Team-oriented mindset and ability to work productively across multiple verticals (investments, operations, technology, client coverage)
• Willingness to work 50+ hours per week in a fast-paced, transaction-driven environment

Benefits

• Enhancing Your Physical and Emotional Health: Healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program
• Developing Your Career: Tuition and certification reimbursement programs, continual education and development trainings
• Supporting Your Family & Community: Paid time off to volunteer, compensation for referring qualified candidates, adoption reimbursement program, paid time off for new parents and newlyweds, travel support for nursing parents
• Safeguarding Your Financial Wellbeing: Competitive salary, annual discretionary bonus, comprehensive benefits package including: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts