Analyst, Portfolio Management [Due Diligence and Investment Committee Support]

Reposted Yesterday
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Park Avenue, UT
In-Office
100K-115K Annually
Junior
Fintech • Information Technology • Financial Services
The Role
This role supports Portfolio Management by assisting with due diligence, Investment Committee processes, risk management, financial analysis, and creating presentation materials.
Summary Generated by Built In

About General Atlantic

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector-specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $114 billion in assets under management, inclusive of all strategies, as of June 30, 2025, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com

Position Description

General Atlantic is looking to hire a full-time analyst to support the Portfolio Management team with a particular focus on the investment committee and due diligence process. This role is a two-year program (with the ability to extend, depending on performance and business need). The role will be full-time and start on January 1, 2026. This position will report directly to the Vice President of Portfolio Management.

This role offers a unique opportunity to gain hands-on experience by supporting GA’s due diligence, Investment Committee process, risk management, and finance effectiveness initiatives, as well as the portfolio management function covering the global growth equity product. This individual will play a key role in consolidating findings, synthesizing insights, and delivering data-driven presentations that contribute to high-impact decision-making. The Portfolio Management team works closely and collaborates with our investment team members, as well as partners on various teams throughout the Firm.


Responsibilities

  • Assist in gathering and organizing data from diligence activities across multiple prospects, creating clear summaries that highlight key findings.
  • Analyze financial and operational data to develop insights that support value creation and risk mitigation efforts. Utilize technology to identify trends, summarize metrics, and present findings.
  • Work closely with Portfolio Management team to compile data-driven reports that capture the performance and financial status of portfolio companies, ensuring accuracy and a clear narrative.
  • Create presentations for senior-level management, synthesizing information into visually engaging slides to support Investment Committee meetings and other internal discussions.
  • Maintain and organize documentation related to diligence findings, reports, and presentations, ensuring information is up-to-date and easily accessible.
  • Support senior leadership with preparation ahead of the weekly Investment Committee meeting and assist with pipeline monitoring activities.
  • Support the design and implementation of process improvement initiatives to drive scalable analysis and insight across the team and Firm.

Qualifications

  • A bachelor’s degree in Finance, Accounting, Business Administration, or a related field (preferred but not required based on relevant experience) with 1-3 years of working experience.
  • Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow, with the ability to interpret financial data and management information.
  • Self-motivated with a desire to take ownership of personal growth and career development.
  • Effective project management skills, including the ability to prioritize tasks, manage deadlines, and coordinate with multiple stakeholders.
  • Excellent written and verbal communication skills for presenting findings clearly and concisely. Experience working with multiple stakeholders, effective verbal and written communication skills, and ability to synthesize information.
  • Meticulous attention to detail to ensure accuracy and clarity in reports and presentations. Self-motivated; has a “can-do” attitude and demonstrated ability to work independently.
  • Proven record of academic excellence.
  • Experience or exposure to automation or data visualization tools during undergrad.
  • Competence in Microsoft Excel and PowerPoint.
  • Prior work experience in the deals / diligence industry is a plus but not required.
  • Familiarity with leveraging AI tools (e.g., ChatGPT, Glean, or similar platforms) to improve processes, streamline workflows, and enhance overall efficiency.

GA Value

  • 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

General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $100,000-$115,000, of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience.  Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one’s contributions towards the organization’s success.

General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

By completing this application, you are consenting to General Atlantic’s processing and use of your personal data. Information on how General Atlantic will use and process your data can be found here: https://www.generalatlantic.com/privacy-notice/

Top Skills

Ai Tools
Automation Tools
Data Visualization Tools
Excel
PowerPoint
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The Company
London
758 Employees
Year Founded: 1980

What We Do

General Atlantic is a leading global growth investor with more than four decades of experience providing capital and strategic support for over 520 growth companies throughout its history. Established in 1980, General Atlantic continues to be the dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector-specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies.

General Atlantic manages approximately $97 billion in assets under management, inclusive of all strategies, as of October 1, 2024 (based on valuations as of June 30, 2024), with more than 900 professionals in 20 countries across five regions.

For more information on General Atlantic, please visit: www.generalatlantic.com

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