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Associate – Portfolio Management
| Company | General Atlantic |
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| Location | New York, NY, USA |
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| Salary | $120000 – $140000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred but not required depending on applicable work experiences.
- At least 3 years of experience in the consulting, accounting, corporate finance, or banking industry.
- Strong understanding of financial statements – P&L, Balance Sheet, and Cash Flow (i.e., ability to interpret financial data and related management information).
- Ability to develop presentations leveraging creativity, thoughtful business judgment and problem solving.
- Experience working with multiple stakeholders, effective verbal and written communication skills, and ability to synthesize information.
- Experience supervising and developing junior team members.
- Excellent Microsoft office skills, including Excel and PowerPoint.
- Self-motivated; has a “can-do” attitude and demonstrated ability to work independently.
- Record of outstanding professional and academic achievement.
Responsibilities
- This role will play a critical part in supporting the quarterly financial planning cycles across portfolio companies while consolidating information and providing analyses to leadership via Portfolio Committee meetings.
- Collaborate across the firm working with Investment, Capital Solutions, Marketing, Legal, Accounting, and Finance professionals on portfolio requests.
- Collect, review, and analyze portfolio company level data across GA’s 200+ portfolio companies.
- Leverage portfolio data to architect metrics, solve problems, and prepare materials for senior level audiences influencing decision-making.
- Synthesize findings across the portfolio and macro data to deliver thoughtful analysis and actionable insights.
- Support the design and implementation of process improvement initiatives to drive scalable analysis and insight across the team and firm.
- Independently manage projects and workstreams, delivering strategic insights with minimal oversight.
Preferred Qualifications
- Experience or exposure to planning and reporting or data visualization tools (e.g., Power BI, Alteryx) is a plus but not required.
