Skip to main content
Loading
loadingbar
Loading, Please wait..!!

Finance & Analytics (Alternative Investments)

  • Finance & Analytics (Alternative Investments) job type Posted on: Oct 30, 2026
  • Finance & Analytics (Alternative Investments) experience level Coda Search│Staffing
  • Finance & Analytics (Alternative Investments) employment type New York, New York
  • Finance & Analytics (Alternative Investments) employment type Onsite
  • Finance & Analytics (Alternative Investments) salary Full-time

Point Apply Here APPLY LATER

Curious about compensation?

Explore the historical salary trends, average pay, and estimated compensation for Finance & Analytics (Alternative Investments) roles in New York.

View Salary Guide →

Job Title :

Finance & Analytics (Alternative Investments)

Job Type :

Full-Time

Job Location :

New York New York United States

Remote :

No

Jobcon Logo Job Description :

Our client is a premier PE Fund based in NYC, currently seeking to add a talented Senior Associate to their Portfolio Analytics Team. This individual will be working closely with Portfolio Managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing.ResponsibilitiesReview and analyze portfolio performance data, benchmark performance and risk statisticsProvide detailed performance reports ranging from attribution analysis, NOI, IRRs, and benchmark returnsConstruct portfolio analytics tables, and perform fund finance metricsCraft quarterly client talking points on investment performanceReview and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely mannerWork with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systemsBuild financial models in effort to perform portfolio exposure, risk and performanceIdentifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organizationMaintain client relationship management database and providing reports to Directors on a regular basisProvide various ad hoc data research and analysis as needed.Desired Skills and ExperienceBachelor’s Degree with at least 4+ years of Financial Services/Private Equity data/client reporting experienceProficiency in Microsoft Office, particularly Excel ModelingTechnical knowledge, data analytics using CRMs (Salesforce), Bloomberg, FactSet, Morningstar, Excel, PowerPointOutstanding communication skills, proven ability to effectively work with all levels of ManagementComfortable working in a fast-paced, deadline driven dynamic environmentInnovative and creative thinkerMust be detail oriented

Jobcon Logo Position Details

Posted:

Oct 30, 2026

Reference Number:

10440_4473292382

Employment:

Full-time

City:

New York

Job Origin:

APPCAST_CPC

Share this job:

  • linkedin

Jobcon Logo
A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Finance & Analytics (Alternative Investments)    Apply

Click on the below icons to share this job to Linkedin, Twitter!

Our client is a premier PE Fund based in NYC, currently seeking to add a talented Senior Associate to their Portfolio Analytics Team. This individual will be working closely with Portfolio Managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing.ResponsibilitiesReview and analyze portfolio performance data, benchmark performance and risk statisticsProvide detailed performance reports ranging from attribution analysis, NOI, IRRs, and benchmark returnsConstruct portfolio analytics tables, and perform fund finance metricsCraft quarterly client talking points on investment performanceReview and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely mannerWork with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systemsBuild financial models in effort to perform portfolio exposure, risk and performanceIdentifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organizationMaintain client relationship management database and providing reports to Directors on a regular basisProvide various ad hoc data research and analysis as needed.Desired Skills and ExperienceBachelor’s Degree with at least 4+ years of Financial Services/Private Equity data/client reporting experienceProficiency in Microsoft Office, particularly Excel ModelingTechnical knowledge, data analytics using CRMs (Salesforce), Bloomberg, FactSet, Morningstar, Excel, PowerPointOutstanding communication skills, proven ability to effectively work with all levels of ManagementComfortable working in a fast-paced, deadline driven dynamic environmentInnovative and creative thinkerMust be detail oriented

Loading
Please wait..!!