Portfolio Intelligence Analyst

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)

This Portfolio Intelligence Analyst description represents the type of early-career portfolio analytics and insights roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of our platform gain access to exclusive portfolio-focused roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles within private markets investment firms.

More information is available at career launch.ai
.

Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a highly analytical Portfolio Intelligence Analyst to help transform portfolio data into actionable insights.

Individuals in roles like this focus on understanding portfolio performance drivers
, identifying risks and opportunities, and supporting investment and operating teams with forward-looking intelligence rather than raw reporting alone.

The work environment is typically lean, offering meaningful exposure to portfolio companies, investment committees, and firm leadership.

Analyze financial and operational performance across portfolio companies

Identify trends, anomalies, and key drivers impacting portfolio outcomes

Track performance versus underwriting cases, budgets, and strategic plans

Evaluate portfolio KPIs related to growth, profitability, liquidity, and efficiency

Develop insight-driven summaries highlighting risks, opportunities, and inflection points

Support standardization of KPI definitions and performance benchmarks

Partner with investment professionals and operating teams to answer strategic questions

Provide analytical support for value-creation initiatives and performance improvement plans

Translate complex analyses into clear narratives for decision-makers

Prepare materials for portfolio reviews, operating partner meetings, and IC discussions

Synthesize portfolio data into executive-ready insights and recommendations

Highlight portfolio-wide themes and cross-company learnings

Support analysis for add-on acquisitions, refinancing, and exit readiness

Assist with portfolio stress-testing, scenario analysis, and downside assessments

Contribute to continuous improvement of portfolio intelligence processes

High visibility into post-investment performance and decision-making

Opportunity to influence value creation across multiple portfolio companies

Exposure to senior investors, operating partners, and executives

Strong foundation for careers in investing, portfolio operations, or strategy

This profile reflects the competencies commonly sought for portfolio intelligence and analytics roles.

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, or related field

Strong Excel and financial analysis skills; experience with dashboards or BI tools is a plus

Solid understanding of financial statements, KPIs, and performance analysis

Familiarity with private markets or portfolio company reporting preferred

Prior internships or experience in private equity, investment banking, consulting, FP&A, strategy, or analytics preferred

Demonstrated interest in portfolio management, value creation, or buy-side analytics

Strong analytical judgment and ability to move from data to insight

Clear written and verbal communication skills

Structured thinker comfortable with ambiguity

Ownership mindset and proactive problem-solving approach

Curious, coachable, and motivated to learn how portfolios perform in practice

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