Consultant - Portfolio Monitoring

About Alpha Group

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs.

We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors.

Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive.

As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Why join Alpha?

• Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business.
• Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people.
• Exposure to senior leadership – whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game.
• Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly.
• Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make.

About Alpha Alternatives

Alpha Alternatives, part of Alpha Group, is a fast-growing global consulting practice focused on leading digital and operational transformation projects for the alternative investment industry, encompassing 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 clients to identify, address, and resolve key operational and technology challenges within alternative investments and financial services firms.

We often find that the best innovation comes from within—our role is to help empower client teams to drive the change required. Collaboration and support are at the heart of what we do, and we look for consultants who embody these values and bring firsthand experience in the challenges and enabling technologies that drive success in alternatives.

About the Role

The Portfolio Monitoring practice line is one of the fastest growing area’s at Alpha Alternatives due to our firms unique ability to infuse technology, automations and various control’s 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

As a Consultant, you will be a part of a team participating in the entire lifecycle of designing and implementing best-practice Portfolio Monitoring Operating Models & Technology. We are seeking a team member with experience in consulting or client-side within the private capital markets industry, preferably with exposure to Portfolio Monitoring technologies or a demonstrated aptitude for working with relational databases. As part of this team, you will play a pivotal role in implementing and optimizing technical builds on a variety of project types and for a variety of clients. You will collaborate closely with cross-functional teams to understand business requirements, configure the platform, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed decisions. In return, you can expect learning and development opportunities tailored to your unique interests and motivations. You will be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements. 

The ideal candidate will understand our clients’ business development processes such as deal sourcing, pipeline management, fundraising, and investor relations. You will be a critical member of client engagement teams taking part in the entire life cycle of designing and implementing best-practice and bespoke operating models. You will be responsible for creating client-facing documentation including current state / future state analysis, strategic design, initiative prioritization, sequencing, road-mapping, and a phased approach to delivery. 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 will become a credible advisor to more junior colleagues 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 as a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical.

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 implement enhancements to optimize functionality.
• Staying abreast of industry trends and best practices in portfolio monitoring technology.

Qualifications and Skills

• 2-4 years of experience in management consulting, technology or operating in the Private Markets Investment Industry
• Proven experience in implementing portfolio monitoring technology on the client or vendor side
• Experience with Portfolio Monitoring technology project execution and guiding clients through complex technology transformation initiatives
• Strong understanding of investment products, asset classes, and portfolio management principles.
• Experience with data analysis tools (e.g., Excel, Tableau, Power BI).
• Experience defining, communicating and tracking metrics for success (OKRs and KPIs)
• Strong communication skills with the ability to create a compelling story from data analysis
• Ambitious and entrepreneurial in nature with the desire to grow in a collaborative environment
• Experience in data analysis, financial analysis constructing analytical models based on historical and projected data.
• Detail-oriented mindset with a passion for problem-solving and continuous improvement

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 $75,000 to $120,000 subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus. 

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.