Senior Consultant, Portfolio Monitoring jobs in United States
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Alpha Alternatives · 2 weeks ago

Senior Consultant, Portfolio Monitoring

Alpha Alternatives is a fast-growing global consulting firm focused on leading digital and operational transformation projects for the alternative investment industry. The Senior Consultant in Portfolio Monitoring will implement and optimize technology solutions for portfolio monitoring and analysis, collaborating with teams to enhance data accuracy and empower clients in their investment decisions.

ConsultingInformation Technology
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Chelsea Pomerenke
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Responsibilities

Operating Model Design including current state / future state analysis, strategic design, initiative prioritization, sequencing, road mapping and a phased approach to delivery
Implementation of portfolio monitoring technology solutions
Collaboration with stakeholders to understand business needs and translate requirements into 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 implementing enhancements to optimize functionality
Staying abreast of industry trends and best practices in portfolio monitoring technology

Qualification

Portfolio Monitoring TechnologyTechnology TransformationProject ManagementData Analysis ToolsInvestment Products KnowledgeChange ManagementCommunication SkillsRelationship Building

Required

3-5 years of experience in management consulting, technology or operating in the Private Markets Investment Industry
Strong project management capabilities with proven ability to manage workstreams, drive accountability, and deliver on time and within scope
Excellent communication and storytelling skills with the ability to translate complex data and technical concepts into actionable insights for diverse stakeholders
Demonstrated success leading complex technology transformation initiatives, including requirements gathering, stakeholder alignment, and change management
Experience guiding clients through end-to-end project execution, from discovery and solution design through implementation and post-go-live support
Understanding of investment products, asset classes, and portfolio management principles; experience within private equity, venture capital, or alternative investments
Ability to navigate ambiguity, manage multiple priorities, and build trusted relationships with client leadership and cross-functional teams
Experience with data analysis tools (e.g., Excel, Tableau, Power BI)

Benefits

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
25 days’ holiday in addition to public holidays
Supplemented medical, dental and vision coverage
401(k) with employer match
Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology
Access to discounted travel, tickets, events, and more through our benefit partner

Company

Alpha Alternatives

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Alpha Alternatives is the specialist alternatives consulting division of Alpha FMC, dedicated to creating value for private markets clients—including Private Equity, Private Debt and Liquid Credit, and Real Assets and Infrastructure—through advisory support, technology optimization, and process transformation.

H1B Sponsorship

Alpha Alternatives has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Blackstone Group
2021-05-20Acquired
2019-02-19Private Equity

Leadership Team

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Jonathan M. Balkin
Senior Partner - Global Head of Private Equity & Credit
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Nick Moore
Founder and Senior Partner
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Company data provided by crunchbase