Technical Analyst – Portfolio Monitoring at Robert Walters

Role Summary

• We are seeking an exceptional Technical Analyst to join our Portfolio Monitoring team. This role is integral to evolving data platform strategy, helping transform portfolio reporting into a more automated, insight-driven process. You will play a key role in driving the monthly flash financial and valuation reporting cycles, supporting portfolio companies and deal teams to deliver timely, accurate, and insightful analysis.

Key Responsibilities

Operational Reporting:

• Support the submission and validation of monthly financials (“Flash process”) and valuations across portfolio companies using Chronograph and 73 Strings and their Excel add-ins.
• Support the Portfolio Monitoring team in producing timely, accurate, and meaningful insights through Excel, Power Query, and related tools.
• Collaborate with deal teams to ensure consistency, accuracy, and clarity in financial reporting.

Systems and Data Management :

• Leverage Chronograph and 73 Strings to deliver data consistency, insight generation, and automation across portfolio reporting.
• Maintain and enhance datasets, ensuring governance, accuracy, and alignment with the firm’s data architecture.
• Partner with the Data & Analytics and Data Platform teams to enhance integrations across systems (e.g., Snowflake, dbt, PowerBI).
• Collaboration and Continuous Improvement:
• Contribute to the digital transformation by identifying process efficiencies and automation opportunities.
• Participate in cross-functional data initiatives across PE, Sustainability, and Digital domains.
• Help foster a culture of continuous learning and collaboration within the PM Monitoring team.

Key Relationships

• Internal: Portfolio Monitoring Team, Data & Analytics Team and Data Platform Teams
• External: Portfolio Companies, Advisors, Data Vendors

Reports to: Director, Data & Analytics

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, Accounting, or related technical field.
• Minimum 3 years of relevant experience.
• Background or understanding of Alternative Investments / Financial Services preferred.

Competencies

• Advanced Excel and Power Query proficiency; strong SQL skills.
• Experience in data analysis, modeling, and presentation of insights.
• Excellent written and verbal communication with the ability to translate technical findings for business users.
• Exposure to cloud data environments (Snowflake, Azure) and version control tools (GitHub, dbt)

Optional Experience (Nice to Have)

• Experience with Portfolio Monitoring software (e.g., Chronograph, eFront PM, iLEVEL).
• Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI, or PowerPlatform.
• Experience implementing or maintaining data systems or new business processes.

Personal Characteristics

• Excellent written, verbal, and interpersonal communication skills.
• Works autonomously while remaining an engaged team player.
• Highly self-motivated, detail-oriented, and curious.
• Effective at building strong partnerships and collaborating across teams and regions.
• Confident interacting with senior management and stakeholders.

Value Proposition

The successful candidate will benefit from:

• Working inside one of the world’s pre-eminent investment firms.
• Exposure to a wide range of topics across the portfolio and data ecosystem.
• Collaboration with high-calibre colleagues in a forward-thinking environment.
• Opportunities for career progression and skill development as part of the digital transformation journey.