Senior Portfolio Analyst

We are looking for an experienced Senior Portfolio Analyst to support portfolio performance evaluation and investor-focused reporting in Minneapolis, Minnesota. This role is ideal for a finance specialist who can translate complex investment results into clear, decision-ready insights for stakeholders. The position will play a key role in analyzing asset and deal performance, preparing high-quality materials for leadership, and helping maintain strong communication with investors and internal partners.

Responsibilities:
• Evaluate portfolio and individual deal results to identify trends, explain performance drivers, and highlight notable variances.
• Prepare recurring and ad hoc performance reports that present financial outcomes in a clear and meaningful way for business stakeholders.
• Develop investor reporting materials that communicate fund and portfolio results with accuracy, consistency, and clarity.
• Review investment activity and portfolio developments to support informed discussions around asset performance and strategic priorities.
• Create executive- and board-ready presentations that summarize findings, recommendations, and key financial insights.
• Partner with investors, investment teams, and senior leaders to respond to questions and provide timely analytical support.
• Consolidate financial data from multiple sources to improve the quality and reliability of reporting outputs.
• Contribute to presentation and reporting processes by refining analysis and ensuring materials are prepared for leadership review.
• At least 3 years of experience in private equity, asset management, alternative investments, or financial services-focused public accounting.
• Strong background in financial analysis, including performance measurement, variance review, and portfolio evaluation.
• Demonstrated ability to prepare investor reporting and financial reporting materials with a high degree of accuracy.
• Experience building presentations for executive or board-level audiences.
• Ability to work independently, manage priorities effectively, and deliver high-quality work within deadlines.
• Strong written and verbal communication skills, with the ability to explain financial information to varied audiences.
• Familiarity with private equity fund environments and investment performance reporting practices.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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