Analyst, Portfolio Management

The role

The Analyst will support the Portfolio Management team by providing analytics and risk management. This role involves analyzing portfolio company data to identify risks and opportunities for the Portfolio Committee.

What you will do

• Support quarterly financial planning cycles across portfolio companies
• Collaborate across Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance professionals
• Collect, review, and analyze portfolio company-level data
• Analyze investment performance, returns, and key metrics
• Develop metrics and prepare materials for senior-level audiences
• Synthesize findings across the portfolio and macro data
• Support design and implementation of process improvement and new technology initiatives
• Use AI tools to automate analysis, reporting, research, and data synthesis
• Identify and pilot new ways to apply AI to portfolio data and workflows

Required qualifications

• At least 1 year of experience in the consulting, accounting, corporate finance, or banking industry
• Strong understanding of financial statements – P&L, Balance Sheet, and Cash Flow
• Ability to develop presentations leveraging creativity, thoughtful business judgment and problem solving
• Experience working with multiple stakeholders
• Effective verbal and written communication skills
• Ability to synthesize information
• Excellent Microsoft Office skills, including Excel and PowerPoint
• Self-motivated with ability to own specific parts of projects and work independently
• Intellectually curious, resourceful, and team-oriented
• Hands-on experience using AI tools (e.g., ChatGPT, Glean, Copilot, or similar platforms)

Nice to have

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Experience or exposure to planning and reporting or data visualization tools (e.g., PowerBI, iLevel)

Benefits

• Competitive compensation
• Comprehensive health, dental, and vision insurance plans
• Retirement savings plan with employer matching
• Professional development opportunities and ongoing training
• Collaborative and inclusive work culture with opportunities for advancement
• Annual discretionary bonuses
• Long-term incentive programs

About the company

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 885 companies. The firm manages approximately $126 billion in assets under management.