Elevate your career at a leading financial services firm specializing in private credit. Collaborate in a dynamic, innovative environment with hybrid work flexibility. Enhance your expertise in performance analysis and financial reporting.
Private Credit Performance Analyst
in Financial Services PermanentJob Detail
Job Description
Overview
- Join a leading financial services firm specializing in private credit and investment strategies.
- Contribute to the reporting team, focusing on performance analysis and investor deliverables.
- Collaborate in a fast-paced, dynamic environment with a culture of teamwork and innovation.
- Develop and maintain reporting for private credit funds and marketing materials.
- Prepare and review quarterly investor reporting deliverables and address ad hoc inquiries.
- Enhance your skills in data analysis, performance metrics, and financial reporting.
- Work in a hybrid environment, combining remote flexibility with onsite collaboration.
Key Responsibilities & Duties
- Design and develop comprehensive reporting frameworks for private credit funds.
- Create and maintain marketing materials, including track records and performance updates.
- Prepare and review quarterly investor reporting deliverables ensuring accuracy and timeliness.
- Address ad hoc investor inquiries with detailed and insightful responses.
- Analyze large data files using advanced Excel and programming tools like SQL, Python, or VBA.
- Collaborate with cross-functional teams to ensure seamless communication and data integration.
- Monitor and calculate performance and exposure metrics for portfolio companies.
- Contribute to a culture of innovation and continuous improvement within the reporting team.
Job Requirements
- Bachelor of Science (BS) degree in finance, accounting, or a related field.
- 5-7 years of experience in private credit, hedge funds, or financial institutions.
- Proficiency in calculating performance metrics and understanding key financial indicators.
- Advanced Excel skills and familiarity with programming languages like SQL, Python, or VBA.
- Strong academic track record demonstrated by SAT scores and GPA.
- Excellent written and verbal communication skills with a proactive approach.
- CFA certification or willingness to pursue CFA is preferred.
- Ability to adapt quickly, multitask, and contribute effectively in a team setting.
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