Manager, Portfolio Monitoring

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Summary

A leading consulting team within the alternative investments ecosystem is seeking a motivated professional with strong hands-on experience in portfolio data platforms—specifically iLevel, Chronograph, or 73Strings. This group partners with private equity and private credit managers on project-based engagements focused on system implementations, process optimization, and technology transformation.
You’ll join a specialized team of approximately 15 consultants who support clients in streamlining their portfolio monitoring, reporting, and valuation workflows. This is an opportunity to work across a variety of funds, build deep expertise in best-in-class data tools, and contribute to meaningful operational improvements across the industry.


Company Information:

A premier consulting firm supporting the alternative-investments industry with deep operational expertise and a growing global footprint.


Job Description:
  • Key Responsibilities:
    • Lead and support system implementations across iLevel, Chronograph, or 73Strings for alternative investment clients.
    • Manage end-to-end project delivery, including requirements gathering, solution design, configuration, testing, and rollout.
    • Partner with clients to assess current processes and identify opportunities for automation, workflow redesign, and improved reporting.
    • Translate business needs into clear technical specifications and platform configurations.
    • Provide ongoing client support, troubleshooting, and enhancements post-implementation.
    • Collaborate closely with internal team members in a fast-paced, project-based environment.
  • Why This Opportunity:
    • Work with a respected consulting team serving top-tier alternative investment managers.
    • Exposure to a wide range of clients and platforms—ideal for someone who wants to deepen technical and industry expertise.
    • Flexible location: NYC office or fully remote.
    • Direct visibility with leadership and immediate impact on high-value client initiatives.
    • Fast hiring process: first round is a Zoom interview with the hiring team.

Requirements / Qualifications:
  • 3+ Years of Experience with iLevel, Chronograph, or 73Strings ideally from a Consulting Firm
  • System Implementation & Project Management Experience Required
  • Can be in NYC or Fully Remote

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