Job Description

A financial services firm is seeking an experienced professional to join their team as a Performance Analyst. This role will follow a hybrid schedule.

Responsibilities:

• Design and implement reporting solutions for Private Credit Funds.
• Develop and update marketing collateral, including performance summaries and track record documentation.
• Prepare and conduct quality reviews of quarterly investor reporting packages.
• Respond to investor inquiries and support ad hoc information requests.

Qualifications:

• Bachelors degree from an accredited college/university.
• 5–7 years of experience at a private credit fund, hedge fund, or similar financial institution, with a focus on calculating performance and exposure metrics.
• Solid understanding of core portfolio company financial indicators, including EBITDA, leverage ratios, loan-to-value (LTV), and interest coverage ratio (ICR).
• Advanced Excel proficiency, with a strong aptitude for working with large datasets; programming experience (e.g., SQL, Python, VBA) is a plus.
• Strong academic credentials, as evidenced by high GPA and standardized test scores (e.g., SAT).
• Exceptional written and verbal communication skills.

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