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Pmi portfolio analyst

Saint-Nicolas (Flandre Orientale)
Portolani
Publiée le Publiée il y a 19 h
Description de l'offre

Private Market Investment Analyst

Portolani Multi-Family Office – Belgium

About Portolani Family Office

Portolani is an independent multi-family office providing a holistic approach to wealth services for high-net-worth entrepreneurial families and institutional investors. Our activities include asset allocation, investment research, portfolio monitoring and reporting and broader wealth-related services. Our in-house digital platform consolidates all asset classes, including listed equities, private markets, real estate and direct holdings.

Private market investments are a core part of our investment research. To support our continued growth, we are looking for a Private Market Investment Analyst with a strong focus on portfolio reporting, data quality, and process improvement.



Role Description

As a Private Market Investment Analyst, your primary focus will be on portfolio reporting, data analysis, and process optimization related to client portfolios and private market investments. You will ensure that investment data used for client reporting is accurate and consistent. Alongside this, you will support the private markets team in investment analysis and portfolio monitoring, providing you with exposure to the investment process in a family office setting.



Key Responsibilities

Portfolio Reporting & Data

* Assemble, verify, analyse, and process transaction data and portfolio positions across client portfolios
* Prepare and maintain quarterly client portfolio reporting
* Ensure high standards of data quality, consistency, and reconciliation across systems and custodians
* Support the development and improvement of data automation, reporting tools, and internal processes
* Work closely with the team across investment, reporting, and operational responsibilities to ensure accurate and timely client reporting

Private Market Investments

* Support due diligence processes for private market funds
* Analyse private equity, private debt, infrastructure, venture capital, and secondary funds
* Assist in portfolio monitoring and preparation of investment summaries and presentations
* Maintain contact with fund managers



Your Profile

* Master’s degree in Finance, Economics, Business Administration, Engineering,
* 0–3 years of relevant experience
* Strong requirements:
* Solid written and verbal communication skills in English, Dutch and French
* Strong analytical mindset with a high attention to detail
* Highest ethical standards, including respect of confidential information
* Confirmed Excel skills; experience with reporting systems, databases, or automation tools is a plus
* General appetite for technology tools, incl. a proactive mindset to keep improving our way of working in an AI environment Interest in private market investments and long-term investing
* Structured, reliable, and hands-on
* Comfortable working in a small, entrepreneurial family office environment



What We Offer

At Portolani, you will join a company where informal communication is the norm and where you are given the freedom and responsibility to further develop your skill set. The role offers a position with a focus on portfolio reporting and data, combined with a natural growth path towards investment-related responsibilities. You will gain direct exposure to private market investments and fund managers, work within a flat team structure with meaningful responsibility from day one. We offer a competitive salary package complemented by several benefits, a professional yet informal working environment with room for initiative, and partial remote work.

If Portolani sounds to you like your next professional chapter, please send CV and cover letter to

Thank you for considering us!

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