Analyst - Portfolio Performance

Analyst - Portfolio Performance

City of London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to optimise technology solutions for private market assets.
  • Company: Alpha Alternatives is a leading consulting firm in private markets and alternative investments.
  • Benefits: Enjoy flexible working, competitive salary, 26 days holiday, and wellness initiatives.
  • Why this job: Be part of a fast-growing team that values innovation and collaboration.
  • Qualifications: 1-2 years in management consulting or private markets; strong data analysis skills required.
  • Other info: Opportunities for learning and development with access to LinkedIn Learning.

The predicted salary is between 36000 - 60000 Β£ per year.

Alpha Alternatives (formerly Lionpoint Group) is the leading consulting firm specialising in operations and technology solutions for the private markets and alternative investment sectors, including private equity, private credit, infrastructure and real estate. Our mission is to deliver innovative and strategic insights that drive efficiency, growth, and value for our clients. We pride ourselves on our deep industry expertise, collaborative approach, and commitment to excellence.

The Portfolio Performance Team is one of the fastest practice areas at Alpha Alternatives due to our firm's unique ability to infuse technology, automations and various controls around an area of private markets that is notoriously manual and inefficient. As a member of the Portfolio Performance team, you will play a pivotal role in advising, implementing and optimising cutting-edge operating and technology solutions for the lifecycle of assets under management for clients. You will collaborate closely with cross-functional teams to understand business requirements, review operational structures, configure software platforms, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed investment decisions. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements.

Through that journey it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you'll become a credible advisor to junior consultants within the organisation, as well as your clients, helping them accelerate the delivery of products and services to their users. As Alternatives continues its growth to a leader in Private Markets optimisation, your ability to stay at the forefront of innovative solutions will be critical.

Responsibilities:
  • You will be a part of a team participating in the entire lifecycle of designing and implementing best-practice strategy, operating and technology models. In this capacity your responsibilities will include:
  • Target Operating Model Design including current state / future state analysis, strategic design, initiative prioritisation, sequencing, road mapping and a phased approach to delivery
  • Implementation of operating strategies and technology solutions
  • Collaboration with stakeholders to understand business needs and translate requirements into operating and technical specifications
  • Conducting thorough analysis of existing processes to identify opportunities for improvement and automation
  • Providing training and support to end-users, ensuring proficient utilization of technology platforms
  • Monitoring system performance, troubleshoot issues, and implement enhancements to optimize functionality
  • Staying abreast of industry trends and best practices in portfolio monitoring, valuations, value creation and legal entity management technology
Qualifications and Skills:
  • 1-2 years of experience in management consulting, technology or operating in the Private Markets Investment Industry
  • Experience with strategy, operating and technology project execution and guiding clients through complex transformation initiatives
  • Strong understanding of investment products, asset classes, and portfolio management principles
  • Experience with data analysis tools (e.g., Excel, Tableau, Power BI)
  • Experience defining, communicating and tracking metrics for success (OKRs and KPIs)
  • Strong communication skills with the ability to create a compelling story from data analysis
  • Ambitious and entrepreneurial in nature with the desire to grow in a collaborative environment
  • Experience in data analysis, financial analysis constructing analytical models based on historical and projected data
  • Detail-oriented mindset with a passion for problem-solving and continuous improvement
  • Flexibility for travel
Compensation and Benefits:
  • Competitive salary and bonus
  • Learning and development: vast opportunities to self-development, unlimited access to LinkedIn Learning
  • Flexible working: work-life balance with flexible schedule
  • Community events: we offer a range of social events and meetups
  • 26 days’ holiday in addition to public holidays
  • Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology

This is an excellent opportunity to join our growing Global consulting business, with the opportunity to get involved in a wide range of projects across the alternative investment industry. If you have any questions, please don’t hesitate to contact me directly.

Analyst - Portfolio Performance employer: Alpha Alternatives (formerly Lionpoint Group)

Alpha Alternatives is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the private markets and alternative investment sectors. With a strong commitment to employee growth, you will benefit from tailored learning and development opportunities, flexible working arrangements, and a supportive environment that encourages professional advancement. Join us in a role where your contributions directly impact client success while enjoying a healthy work-life balance and engaging community events.
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Contact Detail:

Alpha Alternatives (formerly Lionpoint Group) Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Analyst - Portfolio Performance

✨Tip Number 1

Familiarise yourself with the latest trends in private markets and alternative investments. Understanding the current landscape will not only help you during interviews but also demonstrate your genuine interest in the field.

✨Tip Number 2

Network with professionals in the industry, especially those who work in portfolio performance or management consulting. Attend relevant events or webinars to make connections that could lead to valuable insights or referrals.

✨Tip Number 3

Brush up on your data analysis skills, particularly with tools like Excel, Tableau, and Power BI. Being able to showcase your proficiency in these areas can set you apart from other candidates.

✨Tip Number 4

Prepare to discuss specific examples of how you've contributed to process improvements or technology implementations in previous roles. Real-life scenarios can illustrate your problem-solving abilities and experience effectively.

We think you need these skills to ace Analyst - Portfolio Performance

Data Analysis
Excel
Tableau
Power BI
Portfolio Management Principles
Strategic Design
Operating Model Design
Stakeholder Collaboration
Technical Specifications
Process Improvement
Automation
Training and Support
System Performance Monitoring
Problem-Solving Skills
Communication Skills
Metrics Tracking (OKRs and KPIs)
Detail-Oriented Mindset
Entrepreneurial Spirit
Flexibility for Travel

Some tips for your application 🫑

Understand the Role: Before applying, make sure to thoroughly read the job description for the Analyst - Portfolio Performance position. Understand the key responsibilities and qualifications required, and think about how your experience aligns with these.

Tailor Your CV: Customise your CV to highlight relevant experience in management consulting, technology, or private markets investment. Emphasise your skills in data analysis tools and any experience you have with strategy and operating models.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific projects or experiences that demonstrate your ability to drive efficiency and enhance data accuracy, as well as your collaborative approach.

Highlight Relevant Skills: In your application, be sure to highlight your strong communication skills and your ability to create compelling narratives from data analysis. Mention any experience with OKRs and KPIs, as these are important for the role.

How to prepare for a job interview at Alpha Alternatives (formerly Lionpoint Group)

✨Understand the Role

Make sure you have a solid grasp of what the Analyst - Portfolio Performance role entails. Familiarise yourself with the responsibilities, especially around technology solutions and operational strategies, as this will help you articulate how your skills align with their needs.

✨Showcase Your Analytical Skills

Prepare to discuss your experience with data analysis tools like Excel, Tableau, or Power BI. Be ready to provide examples of how you've used these tools to drive insights or improve processes in previous roles.

✨Demonstrate Collaborative Spirit

Since the role involves working closely with cross-functional teams, be prepared to share examples of how you've successfully collaborated with others in past projects. Highlight your communication skills and ability to build strong relationships.

✨Stay Informed on Industry Trends

Research current trends in private markets and alternative investments. Being knowledgeable about industry developments will not only impress your interviewers but also show your commitment to staying at the forefront of innovative solutions.

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