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Job description
Our client is a premier PE Fund based in NYC, currently seeking to add a talented Manager to their Portfolio Analytics Team. This individual will be working closely with Portfolio Managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing.
Responsibilities
Review and analyze portfolio performance data, benchmark performance and risk statistics
Provide detailed performance reports ranging from attribution analysis, NOI, IRRs, and benchmark returns
Construct portfolio analytics tables, and perform fund finance metrics
Craft quarterly client talking points on investment performance
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
Build financial models in effort to perform portfolio exposure, risk and performance
Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
Maintain client relationship management database and providing reports to Directors on a regular basis
Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
Bachelor’s Degree with at least 4+ years of Financial Services/Private Equity data/client reporting experience
Proficiency in Microsoft Office, particularly Excel Modeling
Technical knowledge, data analytics using CRMs (Salesforce), Bloomberg, FactSet, Morningstar, Excel, PowerPoint
Outstanding communication skills, proven ability to effectively work with all levels of Management
Comfortable working in a fast-paced, deadline driven dynamic environment
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.