What are the responsibilities and job description for the Portfolio Analyst - Private Equity position at Wyatt Partners?
Portfolio Analyst role with leading middle-market private equity firm.
An opportunity to work at the intersection of private equity, data analytics, AI, and operational strategy.
The role will support investment evaluation, portfolio analysis, portfolio value creation internal AI/automation & data product initiatives.
Key Responsibilities
- Support investment and portfolio analysis using data-driven insights
- Build and maintain analytics, reporting, and data infrastructure
- Develop dashboards and visualisations to support decision-making
- Analyse market, company, and third-party datasets
- Help automate internal processes and workflows
- Support the implementation of new data, technology, and AI tools
- Prepare analytical reports and presentations for stakeholders
- Contribute to the firm's data and AI initiatives
Candidate Profile
- Degree in Computer Science, Data Science, Finance, Engineering, or a related field
- 2 years' experience in Investment Banking, Analytics, Data Engineering, Software Engineering, Consulting, or a similar environment
- Strong analytical and problem-solving skills with excellent attention to detail
- Experience with Python, SQL, R, Java, Typescript, or similar technologies
- Interest in AI, data analytics, and technology-driven decision making
- Interest in financial markets, M&A, and investing
- Strong communication skills and ability to work in a fast-paced environment
An opportunity to join a PE Fund where analytics, technology, and AI are becoming increasingly central to investment strategy and operational value creation. Plenty of opportunity for responsibility & autonomy as team & processes develop.