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Senior Consultant - Portfolio Monitoring

United States

About Alpha Alternatives 

Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. 

Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovations come from within, and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand. 

The Opportunity 

The Portfolio Monitoring practice line is one of the fastest growing areas at Alpha Alternatives due to our firm's unique ability to infuse technology, automations and various controls around a process that is notoriously manual and inefficient. As a Portfolio Monitoring Technology Specialist, you will play a pivotal role in implementing and optimizing cutting-edge technology solutions for portfolio monitoring and analysis. You will collaborate closely with cross-functional teams to understand business requirements, configure software platforms, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed investment decisions. In return, you can expect leading class learning and development tailored to your unique interests and motivations. You'll be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements.  

Through that journey it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you'll become a credible advisor to junior consultants within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users. As Alpha Alternatives continues its growth to a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical. 
 
Responsibilities 

You will be a part of a team participating in the entire lifecycle of designing and implementing best-practice Portfolio Monitoring Operating Models & Technology. In this capacity your responsibilities will include: 

  • Operating Model Design including current state / future state analysis, strategic design, initiative prioritization, sequencing, road mapping and a phased approach to delivery 
  • Implementation of portfolio monitoring technology solutions. 
  • Collaboration with stakeholders to understand business needs and translate requirements into technical specifications. 
  • Conducting thorough analysis of existing processes to identify opportunities for improvement and automation. 
  • Providing training and support to end-users, ensuring proficient utilization of technology platforms. 
  • Monitoring system performance, troubleshoot issues, and implementing enhancements to optimize functionality. 
  • Staying abreast of industry trends and best practices in portfolio monitoring technology. 

Qualifications and Skills 

  • 3-5 years of experience in management consulting, technology or operating in the Private Markets Investment Industry 
  • Strong project management capabilities with proven ability to manage workstreams, drive accountability, and deliver on time and within scope 
  • Excellent communication and storytelling skills with the ability to translate complex data and technical concepts into actionable insights for diverse stakeholders 
  • Demonstrated success leading complex technology transformation initiatives, including requirements gathering, stakeholder alignment, and change management 
  • Experience guiding clients through end-to-end project execution, from discovery and solution design through implementation and post-go-live support 
  • Understanding of investment products, asset classes, and portfolio management principles; experience within private equity, venture capital, or alternative investments 
  • Ability to navigate ambiguity, manage multiple priorities, and build trusted relationships with client leadership and cross-functional teams 
  • Experience with data analysis tools (e.g., Excel, Tableau, Power BI). 

Compensation and Benefits  

  • Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning 
  • Flexible working: Work-life balance with flexible schedule 
  • Community events: We offer a range of social events and meetups 
  • 25 days’ holiday in addition to public holidays 
  • Supplemented medical, dental and vision coverage 
  • 401(k) with employer match 
  • Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology 
  • Access to discounted travel, tickets, events, and more through our benefit partner 

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $77,000 to $160,000 subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus. 

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