Finance manager private credit
Job Title: Finance Manager – Private Credit Portfolio & Performance Analytics
Location: Boston, MA
Compensation: $135K–150K Base + Bonus 20%
About the Role
A leading global investment firm is seeking a Finance Manager to join its Private Credit Group . This hands-on role is ideal for someone with experience in private credit portfolio analytics, performance measurement, and investment reporting . You will collaborate with Portfolio Management, Investor Relations, Finance, and Operations to deliver actionable insights, maintain data integrity, and support internal and external stakeholders with high-quality analytics and reporting.
Key Responsibilities
Develop and track key performance and portfolio metrics across the Private Credit platform
Conduct portfolio- and strategy-level analyses for portfolio management, investor requests, and internal analytics
Prepare performance track records and respond to inquiries from internal stakeholders, external investors, and prospects
Partner with diligence and presentation teams on recurring and ad hoc requests related to LP and consultant questions
Ensure ongoing accuracy, quality, and consistency of performance and portfolio analytics and reporting
Maintain integrity of internal processes, workflows, and databases used to track investment and performance metrics
Key Qualifications
5+ years of experience in performance measurement, portfolio analytics, or investment reporting
Private credit experience required; strong familiarity with credit terms, market structure, and LP/consultant reporting
Understanding of performance measurement calculations, methodologies, and GIPS standards
Advanced Excel skills and comfort working with large datasets
Technical proficiency or willingness to learn SQL, Python, Snowflake, Power BI, Fabric (DAX)
Strong communication skills; able to synthesize analyses clearly and articulate insights
Entrepreneurial mindset: proactive, accountable, and self-driven
Bachelor’s degree in Accounting, Finance, or related field; CFA/CAIA a plus
If interested, please apply here or email Devin Callahan at [email protected]
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