Portfolio Analyst
Boston, MA (On‑site)
We are working with a leading private investment firm in Boston that is looking to add a Portfolio Analyst to its Finance team. This role is ideal for someone with a strong analytical foundation who enjoys working across portfolio data, valuation, reporting, and process improvement in a fast‑paced, high‑expectations environment.
The Portfolio Analyst will work closely with senior team members and take ownership across portfolio monitoring, financial analysis, reporting, and ongoing efforts to improve how data and tools are used across the platform. This position is on‑site in Boston with no travel required.
In this role, you will support a broad range of analytical and reporting activities tied to portfolio oversight and fund operations, including:
- Collecting, maintaining, and analyzing portfolio‑level performance data
- Supporting recurring portfolio monitoring, reporting, and analysis for internal and external stakeholders
- Assisting with quarterly valuation processes, including financial analysis, data validation, and preparation of supporting materials
- Partnering with investment and finance teams to incorporate qualitative and quantitative inputs into reporting and analysis
- Preparing ad hoc analysis and materials used for internal reviews, investor communications, and fundraising efforts
- Identifying opportunities to improve data quality, automate workflows, and streamline reporting processes
- Helping develop and maintain tools, models, and reporting infrastructure using Excel and other financial systems
- Supporting regulatory and LP reporting requirements as needed
- 2+ years of relevant experience in private equity, investment management, investment banking, public accounting, consulting, or a related financial services environment
- Strong foundation in financial analysis and private company valuation concepts
- Advanced Excel skills, including financial modeling, pivot tables, dashboards, and scenario analysis
- Experience working with financial systems, reporting tools, or portfolio data platforms (e.g., Anaplan, Investran, Chronograph, Power BI, or similar)
- Interest in improving processes through automation, data tooling, or emerging technologies
- Strong written and verbal communication skills, with the ability to work across technical and non‑technical stakeholders
- Highly organized, detail‑oriented, and comfortable managing multiple priorities under deadlines
- Bachelor's degree in Finance, Business, Economics, or a quantitative discipline
This is a chance to join a well‑regarded investment platform where the Portfolio Analyst role sits at the intersection of finance, data, and technology. The position offers meaningful exposure to portfolio analysis, valuation, reporting, and operational improvement, with room to grow responsibility over time.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™
5-10 years96
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Job Description
Download ResumePortfolio Analyst
Boston, MA (On‑site)
We are working with a leading private investment firm in Boston that is looking to add a Portfolio Analyst to its Finance team. This role is ideal for someone with a strong analytical foundation who enjoys working across portfolio data, valuation, reporting, and process improvement in a fast‑paced, high‑expectations environment.
The Portfolio Analyst will work closely with senior team members and take ownership across portfolio monitoring, financial analysis, reporting, and ongoing efforts to improve how data and tools are used across the platform. This position is on‑site in Boston with no travel required.
In this role, you will support a broad range of analytical and reporting activities tied to portfolio oversight and fund operations, including:
- Collecting, maintaining, and analyzing portfolio‑level performance data
- Supporting recurring portfolio monitoring, reporting, and analysis for internal and external stakeholders
- Assisting with quarterly valuation processes, including financial analysis, data validation, and preparation of supporting materials
- Partnering with investment and finance teams to incorporate qualitative and quantitative inputs into reporting and analysis
- Preparing ad hoc analysis and materials used for internal reviews, investor communications, and fundraising efforts
- Identifying opportunities to improve data quality, automate workflows, and streamline reporting processes
- Helping develop and maintain tools, models, and reporting infrastructure using Excel and other financial systems
- Supporting regulatory and LP reporting requirements as needed
- 2+ years of relevant experience in private equity, investment management, investment banking, public accounting, consulting, or a related financial services environment
- Strong foundation in financial analysis and private company valuation concepts
- Advanced Excel skills, including financial modeling, pivot tables, dashboards, and scenario analysis
- Experience working with financial systems, reporting tools, or portfolio data platforms (e.g., Anaplan, Investran, Chronograph, Power BI, or similar)
- Interest in improving processes through automation, data tooling, or emerging technologies
- Strong written and verbal communication skills, with the ability to work across technical and non‑technical stakeholders
- Highly organized, detail‑oriented, and comfortable managing multiple priorities under deadlines
- Bachelor's degree in Finance, Business, Economics, or a quantitative discipline
This is a chance to join a well‑regarded investment platform where the Portfolio Analyst role sits at the intersection of finance, data, and technology. The position offers meaningful exposure to portfolio analysis, valuation, reporting, and operational improvement, with room to grow responsibility over time.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™