Finance manager private credit

Daley and Associates
Boston, MA

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]

#LI-DC1

Posted 2025-11-08

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