Performance Analyst
Landing Point, Boston, MA, United States
Overview
A leading global private equity investment firm with $70 billion of assets under management is seeking a Performance Analyst to join its Performance Reporting Group. This role will be based in either Coral Gables or Boston and will focus on analyzing and summarizing the performance of investments, portfolios, and funds. Responsibilities
Calculate gross, net, and pro forma IRRs, TWRs, multiples, and other performance and financial statistics and ratios. Maintain and prepare various attribution reports, investor reports, performance metrics reports, and track records. Engage directly with senior leadership, capital formation, and deal teams to produce and deliver valuable insights. Develop and enhance data extracts and report templates to accurately and efficiently aggregate data for analysis. Conduct ad hoc and pro forma analytics at the investment, portfolio, and fund level. Assist with special projects to standardize and enrich data across the platform for meaningful reporting. Actively monitor investment and fund performance to ensure accurate reporting. Model fund and strategy returns with pro forma and sensitivity analyses for deal teams and senior management. Qualifications
Analyst: 1-3 years of relevant experience in finance, business analytics, or investment operations. Senior Analyst: 5+ years of relevant experience in finance, business analytics, or investment operations. Degree in accounting, finance, or STEM with a strong academic record; advanced certifications (e.g., CFA) preferred. Experience with calculating performance and financial ratios for private equity, private credit, and/or real asset portfolios. Experience with Global Investment Performance Standards (GIPS) preferred. Advanced Excel skills for developing and modifying complex models. Strong data/systems skills for working with large data sets and using tools for data extraction and manipulation. Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems is a plus. Compensation
Pay Rate: $50 – $55/hr
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A leading global private equity investment firm with $70 billion of assets under management is seeking a Performance Analyst to join its Performance Reporting Group. This role will be based in either Coral Gables or Boston and will focus on analyzing and summarizing the performance of investments, portfolios, and funds. Responsibilities
Calculate gross, net, and pro forma IRRs, TWRs, multiples, and other performance and financial statistics and ratios. Maintain and prepare various attribution reports, investor reports, performance metrics reports, and track records. Engage directly with senior leadership, capital formation, and deal teams to produce and deliver valuable insights. Develop and enhance data extracts and report templates to accurately and efficiently aggregate data for analysis. Conduct ad hoc and pro forma analytics at the investment, portfolio, and fund level. Assist with special projects to standardize and enrich data across the platform for meaningful reporting. Actively monitor investment and fund performance to ensure accurate reporting. Model fund and strategy returns with pro forma and sensitivity analyses for deal teams and senior management. Qualifications
Analyst: 1-3 years of relevant experience in finance, business analytics, or investment operations. Senior Analyst: 5+ years of relevant experience in finance, business analytics, or investment operations. Degree in accounting, finance, or STEM with a strong academic record; advanced certifications (e.g., CFA) preferred. Experience with calculating performance and financial ratios for private equity, private credit, and/or real asset portfolios. Experience with Global Investment Performance Standards (GIPS) preferred. Advanced Excel skills for developing and modifying complex models. Strong data/systems skills for working with large data sets and using tools for data extraction and manipulation. Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems is a plus. Compensation
Pay Rate: $50 – $55/hr
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