Senior Associate - Portfolio Reporting

Ascension Search Partners

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Senior Associate - Portfolio Reporting

Dallas - Fort Worth, TX

IDj-30922Posted 9/12/2025

Ascension Search Partners has been engaged to hire an experienced Senior Associate for a DFW based Private Equity fund. This role plays a critical part in evaluating and managing the performance of a varied portfolio of investments, with a focus on delivering actionable insights that support value creation and enhance transparency for investors. The right candidate will have a solid analytical foundation, a strong grasp of private investments, and the ability to excel in a fast-moving, growth-oriented environment.

This is an exciting opportunity to join a growing investment platform with direct exposure to senior leadership, complex multi-asset strategies, and meaningful influence on portfolio-level strategy and decisions. The role blends strategic oversight with detailed financial analysis in a lean, entrepreneurial setting.

Key Responsibilities:

Monitor monthly and quarterly results across diverse asset classes
Compare actual performance to budget/underwriting and identify key drivers of deviation
Support valuation processes, investor updates, and internal portfolio reviews
Refine and enhance analytical models, dashboards, and performance reporting tools
Ensure timely and accurate capture of financial and operational data from portfolio companies
Create and refine KPI frameworks tailored to each strategy or asset type
Improve reporting workflows and assist in automation and system optimization efforts
Collaborate with investment teams to support ongoing portfolio reviews and initiatives
Assist finance and investor relations teams with portfolio analytics and investor deliverables
Surface portfolio-level trends, risks, and areas for optimization
Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or related discipline
5–8 years of experience in private equity, investment banking, FP&A, valuations, or a related investment role
Direct experience with portfolio monitoring or investment performance analytics strongly preferred
Strong financial modeling, analytical, and communication skills
Proficiency in Excel required; exposure to performance platforms like Chronograph is a plus
Ability to work with large data sets and develop actionable insights from complex information
Exceptional organizational skills and the ability to manage multiple deadlines and priorities

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