Associate, Portfolio Support

Portfolio Support Associate

We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.

Responsibilities:

• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.
• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.
• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.
• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.
• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.
• Develop and implement improved reporting systems to support executive-level decisions.
• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.
• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.
• Support responsible investment reporting by preparing required documentation and reports.
• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.

Requirements:

• Minimum of 2 years of experience in consulting for financial analysis, portfolio support, or a related field.
• Proficiency in financial modeling, variance analysis, and ad hoc financial analysis.
• Strong technical skills, including familiarity with data mining techniques and tools such as Power BI and Salesforce.
• Exceptional analytical and problem-solving abilities, with a focus on actionable insights.
• Experience in creating presentations and reports for executive-level stakeholders.
• Strong organizational skills with the ability to manage multiple projects and deadlines.
• Familiarity with process improvement methodologies and automation tools.
• Excellent communication and collaboration skills to work effectively with cross-functional teams.

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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training.