Senior Performance Analyst

1 month ago


boston, United States H.I.G. Capital Full time

Firm Overview:


H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value. Our team of over 500 investment professionals has substantial operating, consulting, technology, and financial management experience, enabling us to contribute meaningfully to our portfolio companies. We invest in companies throughout the U.S., Europe, and Latin America have offices in Miami, New York, Boston, Chicago, Dallas, Los Angeles, San Francisco, and Stamford in the U.S., and affiliate offices in London, Hamburg, Luxembourg, Madrid, Milan, and Paris in Europe as well as Bogotá, Mexico City and Rio de Janeiro in South America. Our funds invest in many types of transactions, including, leveraged buy outs, distressed debt, venture capital and real estate.


Role Overview:


Due to the significant growth and expansion of our firm, we are currently seeking a Senior Analyst to join the Performance Reporting Group (PRG) located in either our Coral Gables, London, or Boston office.


The successful candidate will join a strong team that plays an integral role in analyzing, evaluating, providing insights, and summarizing the performance of the investments, portfolios, and funds of the various platform strategies of HIG for both internal constituents and existing and potential investors. The team also conducts various ad hoc and pro forma analyses related to the performance of investments, portfolios, and funds and assists in the development of new fund products and strategies. The selected candidate will work closely with teams across the organization, including Capital Formation, Deal Teams, Investor Reporting and Services, Accounting, Operations, Valuation, and Senior Management. As part of the PRG, you will have the opportunity to make an immediate impact within the growing firm, gaining the necessary tools and exposure to advance and succeed in their career.


Role Responsibilities:


  • Calculate gross, net and pro forma IRRs, TWRs, Multiples and other performance and financial statistics and ratios
  • Maintain, own, 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 to analyze investments and funds
  • Conduct as needed various 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 to create meaningful reporting
  • Actively monitor activity of investments and fund performance to ensure changes are accurately reflected in reports.
  • Model fund and strategy returns with pro forma and sensitivity analyses for Deal Teams and Senior Management


Requirements & Qualifications:


  • 5+ years of relevant experience in finance, business analytics, or investment operations, preferably within financial services (banking, private equity, hedge fund, etc.)
  • Accounting, Finance or STEM degree with a strong academic record, achievement of graduate degree or advanced certifications (e.g., CFA)
  • Experience with calculating performance and financial ratios for private equity, private credit and/or real asset portfolios
  • Experience with the Global Investment Performance Standards (GIPS) preferred
  • Distressed debt or direct lending experience, specifically term loans, revolvers, total return swaps, mezzanine debt and public and private bonds a plus
  • Advanced Excel skills – capable of conceptualizing, developing, and enhancing/modifying complex and sophisticated models
  • Strong data/systems skills – capable of working with large data sets and skillfully using tools to extract, aggregate, and manipulate data to get accurate results in an efficient and organized manner
  • Takes full accountability and ownership of work product and leads by example in areas of attitude, attention to detail, urgency, process improvement and quality of work
  • Strong planning and organizational skills with ability to adapt to new challenges in a dynamic environment while handling multiple projects
  • Effective communicator (verbally and written) that can engage directly with senior members of the team as well as with external parties and build working relationships across various departments at all levels
  • Self-motivated problem solver – demonstrating strong critical reasoning, analytical and detail-oriented attributes; Be able to think “out of the box”
  • Team player with a positive attitude – ability to “roll up the sleeves” in delivering results within tight deadlines in a team-oriented environment
  • Ability to multi-task and demonstrate change agility with an evolving workload and communicate upwards when competing priorities arise
  • Experience with FIS VPM, Investran, and IVP Polaris or similar portfolio accounting systems, a plus



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