Private Markets - Excel Modelling & Investor Reporting
Posted 7 days ago by 1750758682
£80,000 Per year
Undetermined
Hybrid
London
Summary: A leading global alternative investment firm is seeking a candidate with 3-6 years of experience in performance insights from portfolio data to support fundraising and investor reporting. The role involves driving performance reporting and financial modelling for private credit portfolios within a hybrid working environment. The position is a 12-month contract based in London, offering a competitive salary and bonus potential. The successful candidate will collaborate cross-functionally to deliver tailored insights in a fast-paced setting.
Key Responsibilities:
- Drive performance reporting and modelling for private credit portfolios
- Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing
- Build and refine dashboards, automate processes, and manage large datasets
- Collaborate with the Portfolio Financing & Structuring team to improve data workflows
- Own analytics projects that directly support capital raising and client servicing
- Lead bespoke analysis and market research to shape business development strategies
Key Skills:
- Experience in alternative investment funds having worked in data driven role
- Strong in Excel, confident with Power BI and SQL
- Solid grasp of credit or private equity funds
- Analytical, detail-oriented, and highly organised
- Proactive mindset with a collaborative, commercial approach
Salary (Rate): £80,000 yearly
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Funds Performance Reporting & Financial Modelling (12m contract)
A leading global alternative investment firm specialising in private credit, is looking for someone with 3-6 years experience of providing performance insights from portfolio data to support fundraising and investor reporting.
London | 12-month contract | £80,000 + strong bonus
Hybrid working
Why this role?
You'll be central to shaping how investors see performance, from managing fund analytics and creating data-driven materials to streamlining reporting through automation and modelling. Work cross-functionally with investment, finance, and structuring teams to deliver accurate, tailored insights in a fast-moving and ambitious environment.
What you'll be doing
- Drive performance reporting and modelling for private credit portfolios
- Deliver investor-ready insights for fundraising, Due Diligence Questionnaires, and marketing
- Build and refine dashboards, automate processes, and manage large datasets
- Collaborate with the Portfolio Financing & Structuring team to improve data workflows
- Own analytics projects that directly support capital raising and client servicing
- Lead bespoke analysis and market research to shape business development strategies
What you bring
- Experience in alternative investment funds having worked in data driven role
- Strong in Excel, confident with Power BI and SQL
- Solid grasp of credit or private equity funds
- Analytical, detail-oriented, and highly organised
- Proactive mindset with a collaborative, commercial approach
Please get in touch if you feel this role ticks the boxes!
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