Senior Portfolio Analyst

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.