Program Analyst - Private Markets Investment Monitoring

Position Overview:

Within the Private Investment Portfolios & Co-Investment (7PIPCO8) business, the Investment Monitoring team is responsible for post-investment monitoring of primary fund investments and co-investments across the PIPCO platform. Key responsibilities include monitoring material events and headline news, preparing quarterly investment summaries, analyzing key performance data and valuation movements, and building AI-enabled tools that make monitoring more efficient and better. The role requires close partnership with the investment team, program managers, Operational Due Diligence, Sustainable Investing, data strategy, reporting, marketing, and finance teams to monitor, track, and manage risk across the portfolio.

Primary Responsibilities:

• Monitor material events and headline news across the portfolio. When an event arises, work with internal and external parties to assess the potential impact
• Prepare quarterly investment summaries on primary fund investments and co-investments
• Analyze key performance data, track valuation movements and underperformance triggers, and deliver portfolio analysis and insights to the Investment and Portfolio Management teams
• Act as a point of contact on monitoring information requests and follow-ups
• Develop and maintain AI-enabled and automated monitoring workflows and support integration with internal data platforms
• Ad-hoc projects as needed

Experience & Skills Qualifications:

• Bachelors degree in business, finance, accounting, data analytics, economics, or a related field
• 0-2 years of work experience, preferably in transaction advisory / accounting and financial, valuation, or banking
• Basic understanding of investment metrics and financial analysis
• Demonstrated use of generative AI tools to improve research, analysis, or workflow efficiency
• Ability to critically evaluate AI outputs and identify risks or inaccuracies
• High intellectual curiosity to learn the asset class and business
• Strong attention to detail, sound judgement, and critical thinking skills
• Excellent written and verbal communication skills, with the ability to articulate and present ideas effectively
• Ability to multi-task and manage competing priorities
• Team player with strong work ethic and positive attitude
• Proficiency in Microsoft Excel and PPT; familiarity

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $90,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion, consistent with the law.