Associate – Performance Reporting & Analysis

Bachelor’s degree from an accredited university in Finance, Accounting, Statistics, or a related analytical field.
2–4 years of experience in a performance measurement, client reporting, or operations-driven role within financial services.
Strong organizational and project management skills with a proven ability to manage multiple deliverables.
Excellent time management and multitasking abilities under tight deadlines.
Intermediate Excel skills, including PivotTables and VLOOKUPs.
Exceptional written and verbal communication skills, capable of translating complex data into clear insights.
Strong attention to detail and proofreading accuracy.
Self-starter with a collaborative mindset and a strong sense of accountability.

Analyze and interpret performance data for use in request for proposals (RFPs), requests for information (RFIs), due diligence questionnaires (DDQs), and other ad hoc performance data requests.
Prepare and deliver tailored, client-facing materials for both prospective and existing clients.
Ensure the timely and accurate delivery of both standard and customized reporting.
Maintain and update performance content in PowerPoint presentations, pitchbooks, and related slide materials.
Interpret client-specific needs and objectives to deliver thoughtful, tailored reporting solutions.
Coordinate workflows and manage timelines for incoming data/reporting requests.
Collaborate with IT and other internal teams to enhance data quality and reporting processes.
Liaise across departments – investment teams, marketing, legal, finance, accounting, middle office, IT and others – to gather and synthesize needed information.
Contribute to strategic, cross-functional projects as assigned.
Continuously deepen understanding of the private markets industry, complex fund structures, and investment strategies.

Demonstrated interest or progression toward CFA, CIPM, or CAIA designations is a plus.