Senior Manager – Performance Measurement

Senior Manager – Performance Measurement

Requirements

• Strong understanding of performance methodologies, including time weighted return (TWR), IRR, attribution, contribution to return and risk adjusted metrics
• Solid understanding of private equity fund structures, especially evergreen vehicles
• Experience in completing complex performance calculations, reviewing data/materials for accuracy/completeness, and publishing performance data for internal and external consumption
• Demonstrated ability to lead and assist in the development and management of high performing team; prior management experience is preferred
• Experience interacting with and communicating to various stakeholders regarding industry standard performance measurement and benchmarking practices, demonstrating strong customer service and interpersonal skills
• Proven ability to manage multiple and often competing priorities, superior problem-solving skills, and an understanding of requisite performance-related mathematical and quantitative techniques. Able to creatively solution and implement results consistently
• Proven ability to establish procedures and controls within a regulatory environment, and monitor / hold staff accountable for adherence to procedures
• Broad understanding of analytical tools and related systems, including spreadsheets, accounting, and performance measurement systems, including Word, Excel, PowerPoint, and Visio
• Experience with reporting, dashboard, and other analytical tool design/creation/maintenance
• Experience with data governance and developing and monitoring exception reporting preferred

Responsibilities

• Own and manage the calculation, analysis and validation of performance across the private equity evergreen program
• Ensures accurate and timely reporting of time weighted returns (TWR), attribution, contribution to return and risk adjusted metrics such as standard deviation and sharpe ratio
• Works closely with internal teams to ensure accurate timely completion of monthly/quarterly reporting, RFPs, and other custom calculation requests
• Establish standard operating procedures and oversee processes/controls related to performance measurement
• Create/redesign/enhance existing reporting framework to meet evolving needs
• Interview, hire, and onboard Performance Measurement professionals
• Develop, maintain, and execute training program for Performance Measurement Group
• Manage staff, set goals, provide regular feedback
• Serve as the subject matter expert on performance analytics for internal and external stakeholders, including investment teams, client reporting, marketing and IT
• Maintain awareness of performance reporting standards (e.g., GIPS, ILPA, SEC) and ensure compliance where applicable

Preferred Qualifications

• Education: Bachelor’s Degree, MBA or Certificate in Investment Performance Management (CIPM), CFA preferred
• Experience: 5+ Years finance experience in private equity, particularly evergreen vehicles is strongly preferred