Analyst Portfolio Management
General Atlantic is a global investment firm that partners with entrepreneurs and investors to build long-term value.
About General Atlantic
Founded in 1980, General Atlantic is a global investment platform focused on identifying and supporting companies with strong growth potential. Its strategies include growth equity, private credit, energy transition, and infrastructure investing. The firm provides patient capital, customized investment solutions, portfolio support, operational expertise, and value-creation services to entrepreneurs, portfolio companies, institutional investors, families, endowments, foundations, and other capital partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support quarterly financial planning across portfolio companies, collect and analyze company-level data, and assess investment performance, returns, risks, and key metrics. You will prepare materials for senior audiences, synthesize portfolio and macroeconomic findings, collaborate with internal stakeholders, and use AI tools to improve reporting, research, analysis, and workflows.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred; equivalent work experience considered
- At least 1 year of experience in consulting, accounting, corporate finance, or banking
- Understanding of P&L, balance sheet, and cash flow statements
- Presentation development, business judgment, and problem-solving ability
- Stakeholder-management and verbal and written communication skills
- Microsoft Excel and PowerPoint skills
- Ability to work independently with minimal supervision
- Hands-on experience using AI tools to improve analysis, automate work, and streamline workflows
Responsibilities
- Support quarterly financial planning cycles across portfolio companies
- Consolidate information and provide analysis for Portfolio Committee meetings
- Collaborate with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance professionals
- Collect, review, and analyze portfolio company data
- Analyze investment performance, returns, and key metrics at company, fund, and portfolio levels
- Develop metrics, solve problems, and prepare decision-making materials for senior audiences
- Synthesize portfolio and macroeconomic data into actionable insights
- Support process-improvement and technology initiatives
- Use AI tools to automate analysis, reporting, research, and data synthesis
- Pilot AI applications for portfolio data and team workflows
Benefits
- Health, dental, and vision insurance
- Retirement savings plan with employer matching
- Mental and physical health resources
- Annual discretionary bonuses for eligible employees
- Long-term incentive programs for eligible employees