Portfolio Management & Analytics Senior Associate

Overview

Join to apply for the Portfolio Management & Analytics Senior Associate role at Allstate
. At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. For more than 90 years our innovative drive has kept us ahead of our customers’ evolving needs.

As part of Allstate Investments’ Private and Alternatives Investment Group ("PAIG"), the Portfolio Management & Analytics team’s goal is to improve investment and portfolio management decisions through the use of data and analytics. The candidate will support the team across a range of activities, including quantitative analysis, project management, dashboard design and creation, and regular portfolio monitoring. They will spend a majority of their time supporting the Private Equity and Infrastructure teams and will have interactions with other PAIG teams.

This position is hybrid, requiring presence in the RiverPoint / Chicago office ~3 days per week.

• Lead complex analytical projects, workflow optimization, dashboard creation, factor analysis, and performance attribution in collaboration with Portfolio Management, Middle Office, Risk, and Quant teams.
• Contribute to the development of quantitative models to identify opportunities to generate alpha within the PAIG group.
• Generate and present materials to senior Allstate Investments leadership.
• Assist with the establishment and continuous improvement of portfolio monitoring and portfolio management processes.
• Conduct analyses to support portfolio management hypotheses and potential improvements.
• Assist with the creation of quarterly and annual presentation materials, performance tracking, and other ad‑hoc projects.
• Leverage third‑party sources and best‑in‑class AI tools to develop insights into the broader alternatives/private equity markets.
• Participate in Investment Committee and Deal Committee meetings and, over time, contribute to underwriting and portfolio management discussions.

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Data Analysis, Business Analytics, or a related field with strong academic performance.
• 5–7 years of professional experience across a combination of private equity, private investments, portfolio management, and fund of funds, focused on deal‑level and portfolio‑level quantitative and qualitative analysis.
• MBA is a plus but not required.

• CFA or CAIA designation preferred but not required.

• Lead complex projects involving data and analytics with strong decision‑making, attention to detail, and effective communication.
• Derive conclusions and stories from data and analyses, even when incomplete or complex.
• Strong interpersonal skills and ability to build trust across internal and external stakeholders.
• Manage workflows, set goals and milestones, and oversee work from other team members.
• Strong written and verbal communication skills, including bi‑directional communication with senior leadership.
• Proficient in Excel (Advanced), Python (Advanced), Power
  
  BI (Intermediate), AI Prompt Engineering (Intermediate), and Statistical Analysis (Intermediate).

Base compensation offered for this role is $ – $ annually, based on experience and qualifications.

• Total compensation includes base salary plus applicable AIP.

The candidate(s) offered this position will be required to submit to a background investigation.

Allstate generally does not sponsor individuals for employment‑based visas for this position. Effective July 1, 2014, under the Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran. Candidates for jobs in San Francisco and Los Angeles must review the respective Fair Chance ordinances.

Allstate is an equal opportunity employer and encourages qualified applicants to apply regardless of race, color, religion, national origin, gender, disability, veteran status, sexual orientation, gender identity, or other protected characteristics. For detailed EEO policies, refer to the required posters and documentation provided by the company.