Analyst, Portfolio Management

Posted 7 Days Ago
Be an Early Applicant
Park Avenue, UT
Junior
Fintech • Information Technology • Financial Services
The Role
The Analyst will support the Portfolio Management team in conducting financial analyses, preparing materials for committee meetings, and collaborating with various departments. Responsibilities include analyzing portfolio company data, helping streamline processes, and contributing to quarterly financial planning cycles to present insights to leadership.
Summary Generated by Built In

Position Summary

General Atlantic is looking to hire an Analyst to support the Portfolio Management team. This position will report directly to the Vice President of Portfolio Management. This role is a two-year program (with the ability to extend, depending on performance and business need).

The Portfolio Management team provides a senior-level analytics and risk management function at the firm, working closely with our investment team members and partnering with our finance operations, valuations, capital markets and fundraising teams.  The Portfolio Management team leverages our portfolio company data to identify risks, opportunities, and assess the general health of our portfolio for our senior level Portfolio Committee.  The team also leverages this data for internal and external reporting, including directly with investors. The generalist role will have a broad overall view of GA’s 200+ portfolio companies, and within GA itself. The Analyst will partner with professionals across the firm while serving a vital role to the efficiency and effectiveness of the Portfolio Management team. 

Responsibilities

  • This role will play a critical part in supporting the quarterly financial planning cycles across Portfolio companies while consolidating information and providing analyses to leadership via Portfolio Committee meetings.
  • Partner across the firm working with Investment, Marketing, Legal, Accounting, Finance, and Capital Solution professionals on portfolio requests.
  • Work directly with investment professionals on specific portfolio requests.
  • Collect, review, and analyze portfolio company level data across GA’s 200+ portfolio companies.
  • Leverage portfolio data to architect metrics, solve problems, and prepare materials for senior level audiences influencing decision-making.
  • Support the design and implementation of process improvement initiatives to drive scalable analysis and insight across the team and firm.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred but not required depending on applicable work experiences.
  • At least 1 years of experience in the consulting, accounting, corporate finance, or banking industry.
  • Strong understanding of financial statements – P&L, Balance Sheet, and Cash Flow (i.e., ability to interpret financial data and related management information).
  • Ability to develop presentations leveraging creativity, thoughtful business judgment and problem solving.
  • Experience working with multiple stakeholders, effective verbal and written communication skills, and ability to synthesize information.
  • Excellent Microsoft office skills, including Excel and PowerPoint.
  • Self-motivated; has a “can-do” attitude and demonstrated ability to work independently.
  • Ability to own specific parts of projects and/or solutions with minimal supervision and guidance.
  • Record of outstanding professional and academic achievement.
  • Experience or exposure to planning and reporting or data visualization tools is a plus but not required.

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-policy/


Top Skills

Accounting
Finance
The Company
London
758 Employees
On-site Workplace
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

Similar Jobs

Block Logo Block

Bank Accountant - Square Financial Services

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Remote
Hybrid
Salt Lake City, UT, USA
12000 Employees
66K-132K Annually

SoFi Logo SoFi

Senior Strategic Finance Manager

Fintech • Mobile • Software • Financial Services
Easy Apply
7 Locations
4500 Employees

SoFi Logo SoFi

Senior Manager, Commercial Payment Services

Fintech • Mobile • Software • Financial Services
Easy Apply
3 Locations
4500 Employees

SoFi Logo SoFi

Senior Associate, Corporate Finance

Fintech • Mobile • Software • Financial Services
Easy Apply
5 Locations
4500 Employees

Similar Companies Hiring

Silverfort Thumbnail
Security • Sales • Information Technology • Cybersecurity • Automation
GB
357 Employees
Jobba Trade Technologies, Inc. Thumbnail
Software • Professional Services • Productivity • Information Technology • Cloud
Chicago, IL
45 Employees
InCommodities Thumbnail
Renewable Energy • Machine Learning • Information Technology • Energy • Automation • Analytics
Austin, TX
234 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account