Performance Vice President

Overview

• Lead performance monitoring and analysis across private equity, private credit, and real asset offerings.
• Deliver investment updates and summaries to internal and external stakeholders.
• Engage with fund managers to track macro developments and trends.
• Represent the organization at AGMs and industry conferences.
• Prepare performance analytics and fund-level financial modeling.
• Collaborate with governance teams on secondary sales and investment oversight.
• Mentor junior team members, fostering professional growth and analytical skills.
• Contribute to scaling the function through strategic initiatives.

Key Responsibilities & Duties

• Monitor and analyze fund performance across private market offerings.
• Prepare executive-level summaries and investment updates for stakeholders.
• Engage regularly with fund managers to assess market trends.
• Represent the organization at industry events and conferences.
• Develop financial models and performance analytics for fund portfolios.
• Support governance initiatives including secondary sales and oversight decisions.
• Provide mentorship to junior team members, enhancing their skills and expertise.
• Ensure high-quality communication and deliverables for senior stakeholders.

Job Requirements

• Bachelor’s degree in finance, economics, or related field is required.
• 8-10+ years of experience in private markets, investment banking, or asset management.
• Progress toward CFA or CAIA certification is preferred.
• Proficiency in financial analysis, modeling, and valuation methodologies.
• Strong verbal and written communication skills for engaging senior stakeholders.
• Ability to synthesize complex investment data into concise materials.
• Highly organized with attention to detail and multitasking capabilities.
• Willingness to travel up to 15% as required.