Private Markets - Excel Modelling & Investor Reporting
Posted 1 week ago by Marks Sattin
£80,000 Per year
Undetermined
Hybrid
London, England, United Kingdom
Summary: The role involves providing performance insights from portfolio data to support fundraising and investor reporting for a leading global alternative investment firm specializing in private credit. The position requires 3-6 years of experience and focuses on performance reporting, financial modeling, and collaboration with various teams. The successful candidate will work in a hybrid environment and will be responsible for delivering tailored insights and managing analytics projects. This is a 12-month contract with a competitive salary and bonus structure.
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): £80,000.00 yearly
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
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!
Desired Skills and Experience
- Advanced Excel, confident with Power BI and SQL
- Data Analytics, Credit Funds, Private Equity Funds
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