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Fusion Staffing Partners

Fund Data Analyst - Private Credit (New York) Job at Fusion Staffing Partners in

Fusion Staffing Partners, New York, NY, US

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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