The candidate will join the Equity Performance and Analytics team within the broader Global Business Finance group of a prominent alternative asset manager in NYC. This role will support the analysis, monitoring, and reporting of portfolio company assets across the fund’s Equity segment, with a primary focus on Private Equity, Hybrid, and Climate strategies. The candidate’s main responsibility will be to oversee the process of collecting, analyzing, and reporting portfolio company data, while enhancing the overall analytics framework for the Equity Funds.
Primary ResponsibilitiesOwn and manage analytics related to portfolio company performance, including data collection, review, and reporting. Enhance and maintain processes for gathering consistent financial and operational metrics across portfolio companies. Monitor and analyze performance metrics at the asset, fund, and portfolio levels throughout the investment lifecycle. Develop and maintain analytical tools and dashboards to support customized internal and external reporting needs. Prepare materials for investor communications, including marketing presentations, due diligence questionnaires (DDQs), and other client-facing documents. Collaborate with Deal Teams, Controllers, and Senior Management to deliver insights and analytics.
Contribute to the design and implementation of system enhancements and process improvements across the team’s analytics infrastructure. Qualifications and Experience: Bachelor’s degree from a top-tier institution. Minimum 5 years of experience in financial services, investment management, accounting, or related fields. Strong understanding of private equity fund structures and investment lifecycle. Strong understanding of Portfolio Company Performance (Financial Metrics) and Valuation. Experience in iLEVEL is highly desirable. Advanced proficiency in Excel and PowerPoint and visualization tools (e. g. , Tableau, Power BI) is a plus. Exceptional analytical and quantitative skills; highly detail-oriented.
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