Technical Analyst – Portfolio Monitoring

Role Summary We are seeking an exceptional Technical Analyst to join our Portfolio Monitoring team. This role is integral to evolving data platform strategy, helping transform portfolio reporting into a more automated, insight-driven process. You will play a key role in driving the monthly flash financial and valuation reporting cycles, supporting portfolio companies and deal teams to deliver timely, accurate, and insightful analysis.

Key Responsibilities

• Operational Reporting:

• Support the submission and validation of monthly financials (“Flash process”) and valuations across portfolio companies using Chronograph and 73 Strings and their Excel add-ins.
• Support the Portfolio Monitoring team in producing timely, accurate, and meaningful insights through Excel, Power Query, and related tools.
• Collaborate with deal teams to ensure consistency, accuracy, and clarity in financial reporting.

• Systems and Data Management :

• Leverage Chronograph and 73 Strings to deliver data consistency, insight generation, and automation across portfolio reporting.
• Maintain and enhance datasets, ensuring governance, accuracy, and alignment with the firm’s data architecture.
• Partner with the Data & Analytics and Data Platform teams to enhance integrations across systems (e.g., Snowflake, dbt, PowerBI).
• Collaboration and Continuous Improvement:
• Contribute to the digital transformation by identifying process efficiencies and automation opportunities.
• Participate in cross-functional data initiatives across PE, Sustainability, and Digital domains.
• Help foster a culture of continuous learning and collaboration within the PM Monitoring team.

Key Relationships

• Internal: Portfolio Monitoring Team, Data & Analytics Team and Data Platform Teams
• External: Portfolio Companies, Advisors, Data Vendors
• Reports to: Director, Data & Analytics

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, Accounting, or related technical field.
• Minimum 3 years of relevant experience.
• Background or understanding of Alternative Investments / Financial Services preferred.

Competencies

• Advanced Excel and Power Query proficiency; strong SQL skills.
• Experience in data analysis, modeling, and presentation of insights.
• Excellent written and verbal communication with the ability to translate technical findings for business users.
• Exposure to cloud data environments (Snowflake, Azure) and version control tools (GitHub, dbt)

Optional Experience (Nice to Have)

• Experience with Portfolio Monitoring software (e.g., Chronograph, eFront PM, iLEVEL).
• Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI, or PowerPlatform.
• Experience implementing or maintaining data systems or new business processes.

Personal Characteristics

• Excellent written, verbal, and interpersonal communication skills.
• Works autonomously while remaining an engaged team player.
• Highly self-motivated, detail-oriented, and curious.
• Effective at building strong partnerships and collaborating across teams and regions.
• Confident interacting with senior management and stakeholders.

Value Proposition

• The successful candidate will benefit from:
• Working inside one of the world’s pre-eminent investment firms.
• Exposure to a wide range of topics across the portfolio and data ecosystem.
• Collaboration with high-calibre colleagues in a forward-thinking environment.
• Opportunities for career progression and skill development as part of the digital transformation journey.