Private Credit Performance Analyst

Overview

• Join a prominent financial services firm specializing in private credit investments and performance analysis.
• Contribute to impactful reporting and analysis for private credit portfolios and investor communications.
• Engage in a collaborative, fast-paced environment fostering innovation and professional growth.
• Enhance your expertise in financial metrics, data analysis, and performance reporting.
• Work in a hybrid setting, combining remote flexibility with in-office collaboration.
• Develop and refine reporting frameworks to support strategic decision-making.
• Collaborate with experienced professionals to drive impactful results and innovation.

Key Responsibilities & Duties

• Design and implement comprehensive reporting frameworks for private credit investments.
• Prepare and review quarterly investor reports, ensuring accuracy and timeliness.
• Analyze and interpret large datasets using advanced Excel and programming tools.
• Develop marketing materials, including performance updates and track records.
• Respond to ad hoc investor inquiries with detailed and insightful analyses.
• Collaborate with cross-functional teams to ensure data integration and communication.
• Monitor and calculate performance metrics for portfolio companies and investments.
• Contribute to continuous improvement initiatives within the reporting team.

Job Requirements

• Bachelor of Science (BS) degree in finance, accounting, or related field.
• 5-7 years of experience in private credit, hedge funds, or financial institutions.
• Proficiency in performance metrics calculation and financial analysis.
• Advanced Excel skills and familiarity with SQL, Python, or VBA programming.
• Strong academic track record demonstrated by SAT scores and GPA.
• Excellent communication skills with a proactive and detail-oriented approach.
• CFA certification or willingness to pursue CFA is preferred.
• Ability to adapt quickly, multitask, and thrive in a team-oriented environment.