We are looking for an experienced Senior Portfolio Analyst to support portfolio performance evaluation and investor-focused reporting in Minneapolis, Minnesota. This role is ideal for a finance specialist who can translate complex investment results into clear, decision-ready insights for stakeholders. The position will play a key role in analyzing asset and deal performance, preparing high-quality materials for leadership, and helping maintain strong communication with investors and internal partners.
Responsibilities:
- Evaluate portfolio and individual deal results to identify trends, explain performance drivers, and highlight notable variances.
- Prepare recurring and ad hoc performance reports that present financial outcomes in a clear and meaningful way for business stakeholders.
- Develop investor reporting materials that communicate fund and portfolio results with accuracy, consistency, and clarity.
- Review investment activity and portfolio developments to support informed discussions around asset performance and strategic priorities.
- Create executive- and board-ready presentations that summarize findings, recommendations, and key financial insights.
- Partner with investors, investment teams, and senior leaders to respond to questions and provide timely analytical support.
- Consolidate financial data from multiple sources to improve the quality and reliability of reporting outputs.
- Contribute to presentation and reporting processes by refining analysis and ensuring materials are prepared for leadership review.
- At least 3 years of experience in private equity, asset management, alternative investments, or financial services-focused public accounting.
- Strong background in financial analysis, including performance measurement, variance review, and portfolio evaluation.
- Demonstrated ability to prepare investor reporting and financial reporting materials with a high degree of accuracy.
- Experience building presentations for executive or board-level audiences.
- Ability to work independently, manage priorities effectively, and deliver high-quality work within deadlines.
- Strong written and verbal communication skills, with the ability to explain financial information to varied audiences.
- Familiarity with private equity fund environments and investment performance reporting practices.