Provide portfolio analytics, performance and reporting services for the firm’s private markets investments
Job Summary
Provide portfolio analytics, performance and reporting services for the firm’s private markets investments.
Work closely with internal teams to ensure accurate timely completion of monthly/quarterly reporting, RFPs, and other ad-hoc custom calculation requests.
Collaborate with technology teams to develop and improve system functionality and validate enhancements.
Matching Summary
Provide portfolio analytics, performance and reporting services for the firm’s private markets investments.
Skills & Requirements
Must-have
portfolio analytics
performance reporting
private markets investments
data reconciliation
process improvement
Nice-to-have
entrepreneurial spirit
collaborative culture
innovative thinking
customer service oriented
high energy environment
Key Requirements
7+ years of relevant experience
Bachelor’s Degree in Finance, Accounting or related field
CIPM and/or CFA preferred
Experience with performance methodologies (TWR, IRR)