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Senior Portfolio Analyst

Robert Half

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.

Vacancy posted 18 hours ago
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