Portfolio Monitoring & Valuation Analyst | Leading Growth Equity

A leading growth equity firm is seeking a Portfolio Monitoring & Valuation Analyst to join its Finance team.

This is a high-impact role at the intersection of private markets, valuation, portfolio analytics, and AI-enabled automation. The Analyst will take meaningful ownership across quarterly valuations, portfolio company reporting, investor and regulatory reporting, and the development of tools that improve how the team works.

What You’ll Do

• Drive portfolio monitoring and reporting across a large private investment portfolio
• Prepare and analyze quarterly private company valuations
• Work with investment professionals on company performance, valuation inputs, and investment-specific considerations
• Analyze cap tables, dilution, liquidation preferences, waterfalls, and value allocation
• Support LP, regulatory, fundraising, and ad hoc portfolio reporting
• Improve data quality, reporting processes, and analytical workflows
• Identify opportunities to automate manual work and build practical internal tools using platforms such as ChatGPT, Claude, Python, Anaplan, Chronograph, Power BI, or similar technologies

What We’re Looking For

• Relevant experience in private equity, growth equity, investment banking, valuation, transaction advisory, public accounting, hedge funds, or investment management
• Strong understanding of private company valuation and fund economics
• Advanced Excel and financial modeling skills
• Experience working with complex financial data and reporting
• Exposure to portfolio monitoring, valuation, or private markets strongly preferred
• Genuine interest in AI, automation, and process improvement
• Strong attention to detail, ownership mentality, and ability to perform in a fast-paced, high-expectations environment
• Finance, business, economics, or a quantitative discipline

Why This Role

This is a differentiated opportunity to join an established, highly regarded growth equity platform and develop a skill set spanning finance, investing, data, and technology.

The team is looking for someone who can not only execute high-quality analytical work, but also identify better ways of doing things and build solutions that make the organization more effective.