📍 Remote (USA) | 💰 Competitive Compensation
Looking to make a real impact in the world of alternative investments? This is your opportunity to step into a high-growth, high-impact role where your expertise in portfolio monitoring technology will shape the future of investment decision-making.
Why This Role?
Private markets are evolving fast, and firms that leverage technology effectively are pulling ahead. Our client is on the cutting edge, helping investment firms optimize their portfolio monitoring processes through automation, smart analytics, and seamless technology integration.
As a Senior Consultant, you’ll work directly with investment firms to overhaul their portfolio monitoring frameworks, implement the latest tech solutions, and ensure data-driven decision-making. This is not your typical consulting role—you’ll be hands-on in designing, implementing, and refining portfolio monitoring solutions that create real efficiencies.
What You’ll Be Doing
✅ Partnering with clients to assess their current portfolio monitoring setup and define best-practice operating models
✅ Implementing and optimizing portfolio monitoring technology to improve efficiency and data accuracy
✅ Advising on automation opportunities to replace manual, inefficient processes
✅ Collaborating with investment teams to ensure seamless integration of technology solutions
✅ Providing training and guidance to clients on new platforms and best practices
✅ Staying ahead of industry trends and bringing innovative solutions to the table
What You Bring to the Table
✔ Experience: 3-5 years in management consulting, technology implementation, or private markets investment operations
✔ Tech Know-How: Hands-on experience implementing portfolio monitoring technology solutions (on the vendor or client side)
✔ Data & Analytics: Strong ability to analyze and interpret investment data using tools like Excel, Power BI, or Tableau
✔ Strategy & Execution: Comfortable leading clients through complex technology transformations
✔ Communication: Ability to tell a compelling story with data and engage stakeholders at all levels
✔ Entrepreneurial Mindset: You’re proactive, solutions-focused, and thrive in a fast-paced environment
Why Join?
🔹 Career Growth: Be part of a rapidly expanding team with clear progression opportunities
🔹 Innovative Work: Work on cutting-edge projects that reshape how investment firms operate
🔹 Impact-Driven: Help firms optimize decision-making through smarter, tech-driven processes
If you’re looking for a role where technology, strategy, and investment operations intersect—this is it.