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Portfolio Monitoring Consultant

SKYGATE CONSULTING
Multiple Locations
3 - 6 Years

Posted on: 09/12/2025

Job Description

Description :

- Experience with portfolio monitoring tools such as Chronograph, eFront, Mercatus, iLevel, Burgiss, or similar platforms.

- Familiarity with private markets investment structures, cash flow mechanics, and performance metrics (TVPI, DPI, IRR, PME).

- Strong analytical skills and proficiency with Excel; experience with BI tools (e.g., Power BI, Tableau) or SQL is a plus.

- Data quality management and cleansing techniques to validate and optimize incoming investment data.

- Strong analytical skills and proficiency with Excel; experience with BI tools (e.g., Power BI, Tableau) or SQL is a plus.

- Excellent client communication, presentation, and project management skills.

- Flexibility to adapt and apply innovation to varied business domains and apply technical solutioning and learnings to use cases across business domains and industries.

- Knowledge and experience working with Microsoft Office tools.

- Ability to serve as a subject matter expert on private markets data, portfolio monitoring, and performance reporting.

- Advise clients on best practices for data collection, governance, and reporting across funds and direct private investments.

- Support clients in interpreting fund-level data (e.g., capital calls, NAVs, performance metrics) and portfolio construction insights.

- Ability to Lead or support the implementation of private markets platforms (e.g., Chronograph, eFront, iLevel, or others).

- Proficient in Customizing system configurations to align with client objectives and operational workflows.

- Serve as a liaison between client stakeholders, software vendors, and internal teams to ensure successful deployments.

- Experienced in Designing and building dashboards, performance reports, and analytics tools to provide clients with real-time insights.

- Drive integration of structured and unstructured data from multiple sources to support decision-making.

Good to Have Skills :

- Experience with API integration for data ingestion and system interoperability.

- Experience creating custom dashboards for private equity, fund managers, or LPs.

- Understanding of operational due diligence or risk management within portfolio monitoring.

- Experience in business process mapping and requirements gathering for system implementations.

- Experience working with IT/data engineering teams or external software vendors


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