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Details
  • Location: Boston MA
  • Type: Perm
  • Job #24813

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking a Finance Manager to join their Private Credit Group. This role will focus on performance and portfolio analytics within the credit spectrum.

Job Responsibilities:

  • Drive the continuous development and tracking of key performance and portfolio metrics
  • Conduct a wide range of portfolio and strategy-level analyses for use in portfolio management, investor requests, and internal analytics
  • Prepare the company's track record and respond to inquiries from internal stakeholders, external investors, and prospects
  • Partner with diligence and presentation teams on recurring and ad-hoc requests related to LP and consultant questions and due diligence processes
  • Ensure the ongoing accuracy, quality, and consistency of performance and portfolio analytics and related reporting
  • Maintain the integrity of internal processes, workflows, and databases used to track key performance and investment metrics across the PCG platform

Qualifications:

  • 5+ years of experience in performance measurement, portfolio analytics, or investment reporting
  • Private credit experience required with strong familiarity with credit terms, market structure, and dynamics
  • Strong understanding of performance measurement calculations, methodologies, and differences
  • Familiarity with Global Investment Performance Standards (GIPS) and related representations
  • Advanced Excel skills and comfort working with large data sets
  • Technical proficiency or willingness to learn quickly: SQL, Python, Snowflake, Power BI, Fabric (DAX)

Compensation:
Salary: $135,000 – $150,000, Plus Bonus
 

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