Portfolio Analyst (f/m/d) Limited 24 months
Core
Support the construction and ongoing management of diversified private markets mandates and evergreen funds through portfolio analysis, investment monitoring, pacing, and liquidity modelling.
Role type
Analyst, private markets portfolio management
Builds
Private equity, private debt, infrastructure, and real estate portfolios for institutional clients
Domain
Asset & Investment Management, Private Markets
Required skills
Financial modelling, cash-flow analysis, portfolio data interpretation, Excel, PowerPoint, data visualization, scenario analysis, investment guidelines monitoring
Preferred skills
Private markets knowledge, data analytics, Microsoft CoPilot, AI tools
Technologies
Excel, PowerPoint, data-analysis tools, Microsoft CoPilot
Responsibilities
Produce portfolio, exposure, diversification, performance and scenario analyses; Maintain pacing, commitment, cash-flow and liquidity models; Monitor portfolios against investment guidelines, allocation targets and risk limits; Analyse investment opportunities and prepare materials for portfolio reviews and investment committees; Coordinate portfolio data and inputs from specialist investment teams, operations and reporting functions; Improve analytical tools, dashboards and investment processes
Seniority
Junior to Mid-level, hands-on IC