Portfolio Operations Analyst - Entry Level

Portfolio Operations Analyst – Entry Level

Salt Lake City, UT (In-Office | Must be local)

Comp: $47-56K / year

We are partnering with a leading global asset management firm to identify a Portfolio Operations Analyst. This role supports a private markets investment platform, with a focus on liquidity forecasting, capital allocation, and risk analysis. It's a great opportunity to build your career while gaining exposure to alternative investments and senior stakeholders across the business.

Portfolio Operations Analyst Responsibilities:

• Monitor daily cash positions, forecast funding needs, and coordinate capital calls and distributions with cross-functional partners.

• Build and maintain liquidity and pacing models that keep cash working efficiently.

• Analyze deal allocations across portfolios and present recommendations to deal teams and internal committees.

• Support portfolio launches, rebalances, and credit facility workflows.

• Quantify currency and market exposures and model potential risk solutions.

• Help respond to compliance and regulatory inquiries.

• Drive continuous improvement by streamlining processes with automation and AI tools.

Qualities of the Ideal Portfolio Operations Analyst Candidate:

• Bachelor's Degree required

• 1–5 years of experience in financial services, investment operations, or fund-related roles

• Advanced Microsoft Excel skills, including financial modeling and large data set analysis

• Strong financial acumen, including familiarity with cash flows and performance metrics

• Working knowledge of risk management and controls

• Project management skills and the ability to work across multiple stakeholder groups

• Excellent analytical and communication skills, with comfort presenting to senior colleagues

• Ability to work independently, manage competing priorities, and meet tight deadlines

Why You Want to Work Here:

• Develop expertise in private markets, liquidity management, and portfolio analytics

• Regular exposure to senior investment professionals

• Medical benefits

• PTO

• Monday–Friday schedule

• Collaborative and professional work environment

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.