Finance manager
Our client is a highly successful Asset Management firm in Boston and they are seeking a 5+ year investment and portfolio analytics professional to join their team as a Finance Manager. This individual needs to have private credit experience/exposure.
Responsibilities
- Develop, monitor, and enhance key performance and portfolio metrics across the Private Credit platform
- Conduct portfolio and strategy-level analyses to support portfolio management, investor reporting, and internal decision-making
- Prepare and maintain track record materials; respond to requests from investors, prospects, and internal stakeholders
- Partner with diligence and investor relations teams to support due diligence and data requests
- Ensure data accuracy, consistency, and quality across reporting systems and analytics workflows
- Maintain and improve internal processes, databases, and performance tracking methodologies
- 5+ years of experience in performance measurement, portfolio analytics, or investment reporting
- Direct experience in private credit, with strong knowledge of credit markets, terms, and LP reporting requirements
- Solid understanding of performance measurement methodologies; familiarity with GIPS standards preferred
- Strong analytical and communication skills, with the ability to synthesize insights clearly and concisely
- Must be willing to work on a hybrid schedule, 3X in office
- Advanced Excel proficiency and comfort working with large datasets
This is a full-time opportunity that is offering a base salary between 135-150K base, depending on experience, plus bonus and strong benefits. If you’re interested in the Finance Manager role, please submit your resume to Hali Siegel at [email protected].
#LI-HS1#LI-HYBRID
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