Portfolio Analyst - Investment Manager

We are working with a leading private investment firm in Boston that is looking to add a Portfolio Analyst to its Finance team. This role is ideal for someone with a strong analytical foundation who enjoys working across portfolio data, valuation, reporting, and process improvement in a fast‑paced, high‑expectations environment. Responsibilities Collect, maintain, and analyze portfolio‑level performance data.

Support recurring portfolio monitoring, reporting, and analysis for internal and external stakeholders. Assist with quarterly valuation processes, including financial analysis, data validation, and preparing supporting materials. Partner with investment and finance teams to incorporate qualitative and quantitative inputs into reporting and analysis.

Prepare ad hoc analysis and materials for internal reviews, investor communications, and fundraising efforts. Identify opportunities to improve data quality, automate workflows, and streamline reporting processes. Help develop and maintain tools, models, and reporting infrastructure using Excel and other financial systems.

Support regulatory and LP reporting requirements as needed. Qualifications 2+ years of relevant experience in private equity, investment management, investment banking, public accounting, consulting, or a related financial services environment. Strong foundation in financial analysis and private company valuation concepts.

Advanced Excel skills, including financial modeling, pivot tables, dashboards, and scenario analysis. Experience working with financial systems, reporting tools, or portfolio data platforms (e.g., Anaplan, Investran, Chronograph, Power BI, or similar). Interest in improving processes through automation, data tooling, or emerging technologies.

Strong written and verbal communication skills, with the ability to work across technical and non‑technical stakeholders. Highly organized, detail‑oriented, and comfortable managing multiple priorities under deadlines. Bachelor's degree in Finance, Business, Economics, or a quantitative discipline.

Why This Opportunity This is a chance to join a well‑regarded investment platform where the Portfolio Analyst role sits at the intersection of finance, data, and technology. The position offers meaningful exposure to portfolio analysis, valuation, reporting, and operational improvement, with room to grow responsibility over time. Benefits Beacon Hill offers a robust benefit package that includes medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to eligible employees.

Equal Opportunity Beacon Hill is an equal‑opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California Residents California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Closing We look forward to working with you. #J-18808-Ljbffr