Analyst - Portfolio Performance

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 area’s at Alpha Alternatives due to our firms unique ability to infuse technology, automations and various control’s 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.