Performance Analyst

4 days ago


Providence, Rhode Island, United States Analytic Recruiting Full time
Job Title: Performance and Data Analyst

A private equity investment manager is seeking a skilled Performance and Data Analyst to join their team. This role will be responsible for tracking, monitoring, and reporting the performance of a series of private equity and credit funds.

Key Responsibilities:
  • Track and analyze the performance of private equity and credit funds
  • Develop and maintain financial and quantitative models to analyze portfolio investments
  • Run discounted cashflow valuation models to estimate fund value
  • Provide timely information to internal managers and clients on fund performance and risk
  • Work closely with the Portfolio Management team to develop KPI dashboards and improve data visualization
Requirements:
  • 3+ years of experience as a fund performance or portfolio valuation analyst
  • Deep understanding of complex private equity investment funds
  • Strong financial reporting and analysis skills, including performance, valuation, and waterfall calculations
  • Proficiency in SQL, Python, and data visualization tools
  • Quantitative, statistics, or finance degree, with fund accounting academic work preferred
Preferred Qualifications:
  • Experience with asset pricing, econometric models, time-series analysis, and macroeconomics
  • Strong statistical and data skills for insightful analysis

Please submit your resume to [Jim Geiger](mailto:jim.geiger@analyticrecruiting.com)


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