New

Portfolio Management Analyst

McKinsey & Company
parental leave, paid time off
United States, Florida, Tampa
Sep 10, 2025
Finance Portfolio Management Analyst Job ID: 100576 Do you want to work on complex and pressing challenges-the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? If this sounds like you, you've come to the right place. Your Impact As a Treasury Analyst, you will play a key supporting role in strengthening our decision-making and reporting efforts for a portfolio of positions that includes stakes in early-stage venture capital, co-investments, private equity funds, public companies, and contracts tied to a company's valuation or share price. As part of your role, you will analyze financial statements, identify key value drivers, and assess company performance. You will stay informed on macroeconomic trends, industry developments, and company-specific news that help identify opportunities and risks associated with our stake. You will maintain and update financial valuation models, databases, and assist in creating dashboards to track portfolio performance and key metrics. Additionally, you will analyze the performance of valuation-based positions according to contractual terms and assist in presentations, reports, and memos for senior internal stakeholders. You will leverage technologies, such as McKinsey's internal generative AI tool, to improve productivity and assist in enhancing the group's reporting processes, procedures, and analytics. Furthermore, you will participate in various group initiatives and projects, collaborating across functions and teams. Your work will help our firm and our Partners realize a positive return on our stakes while simultaneously managing risk, thereby allowing us to bring the best of our firm's capabilities to drive long-term impact and value for our clients. You will be based in Tampa, Florida, as a member of our Portfolio Management team, which operates within the firm's Treasury function. Your Growth You are someone who thrives in a high-performance environment, bringing a growth mindset and entrepreneurial spirit to tackle meaningful challenges that have a real impact. In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities to help you quickly broaden your expertise, grow into a well-rounded professional, and contribute to work that truly makes a difference. When you join us, you will have: Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey. A voice that matters: From day one, we value your ideas and contributions. You'll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes. Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm's diversity fuels creativity and helps us come up with the best solutions. Plus, you'll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences. Exceptional benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family. Your qualifications and skills Bachelor's degree in finance, economics, business, mathematics, or a related field 1+ equivalent years of experience in equity research, portfolio management, investment banking, or a related field Mastery of Microsoft Office (Excel, Word, PowerPoint, Teams) Strong proficiency in financial modeling, valuation techniques, and portfolio analytics Previous valuation experience and working knowledge of Capital IQ and PitchBook High level of accuracy and attention to detail in all aspects of work Knowledge of private equity and venture capital fund analysis Ability to work independently and entrepreneurially, managing and prioritizing deadlines effectively Ability to influence and direct colleagues, and manage the needs of different stakeholders, including senior leaders Ability to distill complex ideas into compelling narratives across different formats Proficiency and fluency in verbal and written English Please review the additional requirements regarding essential job functions of McKinsey colleagues. Apply Now Apply Later FOR U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law. Certain US jurisdictions require McKinsey & Company to include a reasonable estimate of the salary for this role. For new joiners for this role in the United States, including all office locations where the job may be performed, a reasonable estimated range is $78,400 - $98,000 USD -to help you understand what you can expect. This reflects our best estimate of the lowest to highest [salary/hourly wages] for this role at the time of this posting, ensuring you have a clear picture right from the start, though it's important to remember that actual salaries may vary. Factors like your office location, your unique blend of experience and skills, start date and our current organizational needs all play a part in determining the final figure. Certain roles are also eligible for bonuses, subject to McKinsey's discretion and based on factors such as individual and/or organizational performance. Additionally, we provide a comprehensive benefits package that reflects our commitment to the wellness of our colleagues and their families. This includes medical, mental health, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement contributions program, financial guidance, and paid time off. FOR NON-U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. For additional details regarding our global EEO policy and diversity initiatives, please visit our McKinsey Careers and Diversity & Inclusion sites. Job Skill Group - CSSA Job Skill Code - TRSA - Treasury Analyst Function - Firm Administration;Strategy & Corporate Finance Industry - Financial Services Post to LinkedIn - Yes Posted to LinkedIn Date - Wed Aug 13 00:00:00 GMT 2025 LinkedIn Posting City - Tampa LinkedIn Posting State/Province - Florida LinkedIn Posting Country - United States LinkedIn Job Title - Portfolio Management Analyst LinkedIn Function - Finance LinkedIn Industry - Financial Services LinkedIn Seniority Level - Not Applicable