Portfolio at Connect Search, Franklin Park, Illinois

Portfolio Analytics Analyst

Our client, a leading private equity firm is seeking a highly analytical and technically sophisticated Portfolio Analytics Analyst to join its team. This role will be responsible for delivering actionable insights across a diverse portfolio of investments, supporting executive leadership, investment professionals, and portfolio company management teams with data-driven decision making. The ideal candidate will possess a strong blend of finance, analytics, business intelligence, and technology skills, with a passion for leveraging advanced tools-including AI and automation technologies-to improve portfolio monitoring, reporting, forecasting, and operational performance.
Key Responsibilities

Monitor financial and operational performance across a portfolio of private equity-backed companies.
Analyze monthly, quarterly, and annual operating results, identifying trends, risks, and opportunities.
Evaluate key performance indicators (KPIs), revenue growth, profitability, cash flow, working capital, customer metrics, and operational efficiency measures.
Prepare portfolio company scorecards, dashboards, and executive reporting packages for senior leadership and investment committees.
Support quarterly valuation, budgeting, forecasting, and strategic planning processes.
Conduct variance analysis against budget, forecast, and investment underwriting assumptions.
Design and maintain automated dashboards and reporting solutions utilizing business intelligence tools.
Aggregate and validate financial and operational data from multiple portfolio companies and data sources.
Develop scalable reporting frameworks that provide real-time visibility into portfolio performance.
Partner with investment teams and portfolio company leadership to identify value creation opportunities through data analysis.
Build predictive models and analytical tools to assess performance drivers and future outcomes.
Leverage AI-powered tools and automation technologies to improve reporting efficiency, forecasting accuracy, and decision-making capabilities.
Develop and implement AI-driven analytics solutions, including natural language reporting, predictive analytics, anomaly detection, and workflow automation.
Utilize large language models (LLMs) and generative AI technologies to streamline data collection, reporting, and business intelligence processes.
Evaluate emerging technologies and recommend solutions that enhance portfolio monitoring and operational performance.
Partner with technology teams to develop advanced data infrastructure and analytics capabilities.
Support investment teams during acquisitions, add-on transactions, and strategic initiatives by providing financial and operational analysis.
Assist with operational due diligence and post-acquisition performance tracking.
Participate in value creation initiatives focused on revenue enhancement, cost optimization, pricing strategy, and operational efficiency.
Prepare ad hoc analyses and presentations for executive leadership, investment committees, and limited partner reporting.