Portfolio Monitoring & Valuation Analyst | Leading Growth Equity

• Portfolio Monitoring & Valuation Analyst
• Leading Growth Equity Firm | Boston, MA | On-Site

A leading growth equity firm is seeking a Portfolio Monitoring & Valuation Analyst to join its Finance team in Boston.

This is a high-impact role at the intersection of private markets, valuation, portfolio analytics, and AI-enabled automation. The Analyst will take meaningful ownership across quarterly valuations, portfolio company reporting, investor and regulatory reporting, and the development of tools that improve how the team works.

• What You'll Do
• Drive portfolio monitoring and reporting across a large private investment portfolio
• Prepare and analyze quarterly private company valuations
• Work with investment professionals on company performance, valuation inputs, and investment-specific considerations
• Analyze cap tables, dilution, liquidation preferences, waterfalls, and value allocation
• Support LP, regulatory, fundraising, and ad hoc portfolio reporting
• Improve data quality, reporting processes, and analytical workflows
• Identify opportunities to automate manual work and build practical internal tools using platforms such as ChatGPT, Claude, Python, Anaplan, Chronograph, Power BI, or similar technologies

• What We're Looking For
• 3+ years of relevant experience in private equity, growth equity, investment banking, valuation, transaction advisory, public accounting, hedge funds, or investment management
• Strong understanding of private company valuation and fund economics
• Advanced Excel and financial modeling skills
• Experience working with complex financial data and reporting
• Exposure to portfolio monitoring, valuation, or private markets strongly preferred
• Genuine interest in AI, automation, and process improvement
• Strong attention to detail, ownership mentality, and ability to perform in a fast-paced, high-expectations environment
• Bachelor's degree in finance, business, economics, or a quantitative discipline

• Why This Role
• This is a differentiated opportunity to join an established, highly regarded growth equity platform and develop a skill set spanning finance, investing, data, and technology.

The team is looking for someone who can not only execute high-quality analytical work, but also identify better ways of doing things and build solutions that make the organization more effective.

• Location: Boston, MA
• Work Model: On-site
• Travel: None expected