Private Credit Performance Analyst

Overview

• Contribute to a leading financial services firm specializing in private credit performance analysis and reporting.
• Engage in impactful analysis and reporting for private credit portfolios and investor communications.
• Work in a hybrid environment combining remote flexibility with in-office collaboration.
• Enhance expertise in financial metrics, data analysis, and performance reporting strategies.
• Collaborate with experienced professionals to drive innovation and impactful results.
• Develop and refine reporting frameworks to support strategic decision-making processes.
• Join a dynamic team fostering professional growth and continuous learning.

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.