Investment Portfolio Analyst

Hiring: Investment Portfolio Analyst | Boston, MA (On-site)

A growing investment firm is looking to add an Investment Portfolio Analyst to its expanding finance and analytics team. This is a highly visible role offering a mix of portfolio analysis, valuation support, reporting, and process improvement, with strong exposure to data, systems, and investment operations.

Responsibilities include:

• Analyzing portfolio performance and investment data

• Supporting valuation and reporting processes

• Building financial models and improving reporting tools

• Partnering cross-functionally on automation and system enhancements

• Assisting with investor requests, due diligence, and strategic presentations

Ideal background:

• 3-5 years in investment banking, private equity, asset management, or public accounting

• Strong valuation and financial analysis experience

• Advanced Excel and experience with reporting/data tools (Power BI a plus)

• Analytical, detail-oriented, and excited by process improvement and technology

Great opportunity for someone looking to join a collaborative investment team with strong growth potential and broad exposure across finance and analytics.