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6 дней назад

Analyst, Portfolio Management (AI)

100 000 - 115 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Analyst, Portfolio Management (AI): Analyzing portfolio company data, financial performance, risks, and opportunities across more than 200 companies with an accent on financial planning, portfolio reporting, and actionable insights. Focus on consolidating company-level data, preparing senior-level analyses, improving scalable workflows, and applying AI tools to automate reporting and research.

Location: New York - Park Avenue

Base salary: $100,000–$115,000 annually; annual discretionary bonuses and long-term incentive programs may also be available to eligible employees.

Company

hirify.global is a global investment firm supporting growth equity, infrastructure, and strategic solutions across more than 885 companies, with approximately $126 billion in assets under management and more than 900 professionals in 20 countries.

What you will do

  • Support quarterly financial planning cycles across portfolio companies, consolidate information, and provide analyses for Portfolio Committee meetings.
  • Collect, review, and analyze data across GA’s 250+ portfolio companies, including investment performance, returns, and key company, fund, and portfolio metrics.
  • Develop metrics, solve analytical problems, prepare materials for senior-level audiences, and synthesize portfolio and macro data into actionable insights.
  • Collaborate with Investment, Capital Solutions, Marketing, Legal, Accounting, Finance, fundraising, finance operations, valuations, and capital markets professionals.
  • Support process improvement and new technology initiatives that enable scalable analysis and insight across the team and firm.
  • Use AI tools to automate analysis and reporting, pilot applications of AI to portfolio data and workflows, and share effective approaches with colleagues.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred; equivalent work experience is considered.
  • At least 1 year of experience in consulting, accounting, corporate finance, or banking.
  • Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow, and the ability to interpret financial data and related management information.
  • Ability to develop presentations using creativity, business judgment, and problem-solving skills.
  • Experience working with multiple stakeholders, effective verbal and written communication skills, and the ability to synthesize information.
  • Excellent Microsoft Office skills, including Excel and PowerPoint.
  • Ability to own specific parts of projects and work independently with minimal supervision; self-motivated, intellectually curious, resourceful, and team-oriented.
  • Hands-on experience using AI tools such as ChatGPT, Glean, Copilot, or similar platforms to improve analysis, automate work, and streamline workflows; candidates should be prepared to discuss specific examples.

Nice to have

  • Experience or exposure to planning and reporting or data visualization tools such as PowerBI or iLevel.

Culture & Benefits

  • Competitive compensation with additional reward programs for eligible employees.
  • Medical, 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.
  • Mental and physical health resources and an equal pay program.

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