Private Credit Performance Analyst

Overview

• Join a leading financial services firm specializing in private credit performance analysis and reporting.
• Contribute to impactful analysis and reporting for diverse private credit portfolios.
• Collaborate with experienced professionals in a hybrid work environment.
• Enhance expertise in financial metrics, data analysis, and strategic reporting.
• Develop innovative reporting frameworks to support decision-making processes.
• Engage in continuous learning and professional growth opportunities.
• Work with cross-functional teams to drive impactful results.
• Contribute to a culture of innovation and excellence in financial services.

Key Responsibilities & Duties

• Design and implement reporting frameworks for private credit investments.
• Prepare and review investor reports, ensuring accuracy and timeliness.
• Analyze large datasets using advanced Excel and programming tools.
• Develop marketing materials, including performance updates and track records.
• Respond to investor inquiries with detailed and insightful analyses.
• Collaborate with teams to ensure data integration and communication.
• Monitor and calculate performance metrics for portfolio companies.
• Contribute to 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.