Analyst - Portfolio Performance
Analyst - Portfolio Performance

Analyst - Portfolio Performance

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 drives innovation and efficiency in investment strategies.
  • 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

Alpha Alternatives is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation and strategic insights are at the forefront of our mission. As part of the Portfolio Performance Team, you will benefit from extensive learning and development opportunities tailored to your career aspirations, alongside a competitive salary and flexible working arrangements that promote a healthy work-life balance. With a commitment to employee growth and a supportive environment, Alpha Alternatives empowers you to build strong client relationships and become a credible advisor in the fast-evolving private markets sector.
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Contact Detail:

Alpha Alternatives 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. Engaging with them can provide valuable insights and potentially lead to 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 improved processes or implemented technology solutions in previous roles. Real-life scenarios can illustrate your problem-solving abilities and fit for the role.

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

Data Analysis
Portfolio Management Principles
Project Execution
Stakeholder Collaboration
Operating Model Design
Technology Solutions Implementation
Process Improvement
Training and Support
System Performance Monitoring
Analytical Modelling
Communication Skills
Understanding of Investment Products
Detail-Oriented Mindset
Problem-Solving Skills
Flexibility for Travel

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in management consulting, technology, or the Private Markets Investment Industry. Emphasise your skills in data analysis tools and your understanding of investment products.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their mission to deliver innovative solutions and your ability to drive efficiency and value for clients.

Showcase Your Analytical Skills: Provide specific examples of how you've used data analysis tools like Excel, Tableau, or Power BI in previous roles. Highlight any projects where you improved processes or contributed to strategic decision-making.

Prepare for Potential Questions: Anticipate questions related to your experience with strategy and technology project execution. Be ready to discuss how you've guided clients through complex transformations and your approach to problem-solving.

How to prepare for a job interview at Alpha Alternatives

✨Understand the Company and Its Mission

Before your interview, take some time to research Alpha Alternatives and its mission. Familiarise yourself with their focus on private markets and alternative investments. This will help you align your answers with their goals and demonstrate your genuine interest in the company.

✨Showcase Your Analytical Skills

As an Analyst in Portfolio Performance, you'll need strong analytical skills. Be prepared to discuss your experience with data analysis tools like Excel, Tableau, or Power BI. Share specific examples of how you've used these tools to drive insights or improve processes in previous roles.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving abilities and how you would handle real-world challenges in portfolio management. Think about past experiences where you identified inefficiencies and implemented solutions, and be ready to explain your thought process.

✨Demonstrate Your Collaborative Spirit

Collaboration is key in this role, so be sure to highlight your experience working with cross-functional teams. Discuss how you've effectively communicated with stakeholders to understand their needs and translate those into actionable strategies or technical specifications.

Analyst - Portfolio Performance
Alpha Alternatives
A
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