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Job: Performance Analytics Associate (Power BI) – Private Credit/Direct Lending

Title Performance Analytics Associate (Power BI) – Private Credit/Direct Lending
Categories Alternative Investment Management, Business Analytics, Business Intelligence, Data Analytics, Financial Data, Financial Reporting, Private Credit
Location New York, NY
Job Information

Our elite global Private Credit Fund client is seeking to recruit a Performance Analytics Associate with advanced Power BI skills and demonstrated investor-facing reporting, performance analytics and P&L driver analysis and data analytics experience in the private credit or direct lending industry.

Responsibilities:

  • Perform investor-facing reporting, performance analytics and P&L driver analysis and data analytics
  • Work with large complex datasets and ensure platform data integrity and accuracy
  • Utilize advanced Power BI skills to generate investor and performance reports and manage data analytics
  • Collaborate closely with front-office investment teams, institutional investors and other key stakeholders
  • Gather requirements from business users for report development, to provide critical analytical recommendations and to identify operational improvements
  • Assist with strategic project and ad hoc technology and system enhancements

Requirements:

  • Bachelor’s Degree
  • 2+ years of investor-facing fund and performance reporting experience required
  • Advanced Power BI skills mandatory
  • Private Credit / Direct Lending industry experience mandatory
  • Ability to work closely with front-office investment teams
  • P&L and fund data analytics experience
  • Demonstrated ability to gather requirements from business users, generate actionable reports and identify trends required
  • Advanced analytical, critical thinking, project management and problem solving skills
  • Understanding of the private credit fund structures, waterfall calculations and financial statement analysis preferred
  • Strong work ethic with the ability to interact effectively with key internal and external stakeholders
  • Exposure to AI and/or interest in working with AI platforms
  • Excellent communication and interpersonal skills
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