Fusion Staffing Partners
Fund Data Analyst - Private Credit (New York)
Fusion Staffing Partners, New York, New York, United States, 10261
Our elite global Private Credit Fund client is seeking to recruit a Fund/Portfolio Performance Associate with strong Power BI skills to analyze P&L drivers, perform fund and portfolio performance analysis and produce performance reports for the investment team.
Responsibilities:
Analyze P&L drivers, perform fund and portfolio performance analysis and produce performance reports for the investment team Work with large complex datasets and ensure platform data integrity and accuracy Utilize business intelligence reporting tools to write fund performance and investor reports and manage data (Power BI/Business Objects) 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 Collaborate with and support front-office investment professionals, institutional investors and other key stakeholders
Requirements:
Bachelor's Degree 2+ years of performance reporting and P&L analysis utilizing business intelligence reporting tools - financial services industry preferred but not required Advanced reporting experience and proficiency with Power BI required Demonstrated ability to gather requirements from business users, generate actionable reports and identify trends required Experience with SAP BusinessObjects and other business intelligence data and reporting tools preferred Advanced analytical, critical thinking, project management and problem solving skills Understanding of the private credit ecosystem, fund structures, waterfall calculations and financial statement analysis is a plus 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
Responsibilities:
Analyze P&L drivers, perform fund and portfolio performance analysis and produce performance reports for the investment team Work with large complex datasets and ensure platform data integrity and accuracy Utilize business intelligence reporting tools to write fund performance and investor reports and manage data (Power BI/Business Objects) 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 Collaborate with and support front-office investment professionals, institutional investors and other key stakeholders
Requirements:
Bachelor's Degree 2+ years of performance reporting and P&L analysis utilizing business intelligence reporting tools - financial services industry preferred but not required Advanced reporting experience and proficiency with Power BI required Demonstrated ability to gather requirements from business users, generate actionable reports and identify trends required Experience with SAP BusinessObjects and other business intelligence data and reporting tools preferred Advanced analytical, critical thinking, project management and problem solving skills Understanding of the private credit ecosystem, fund structures, waterfall calculations and financial statement analysis is a plus 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