Analyst/Senior Analyst, Performance ReportingH.I.G. Capital • Boston, MA, United States
Analyst / Senior Analyst, Performance Reporting
H.I.G. Capital • Boston, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Analyst : 13 years of relevant experience in finance, business analytics, or investment operations, preferably within financial services. Senior Analyst : 5+ years of relevant experience in finance, business analytics, or investment operations, preferably within financial services. Accounting, Finance, or STEM degree with a strong academic record; advanced degree or certifications (e.g., CFA) preferred. Experience calculating performance and financial ratios for private equity, private credit, or real?asset portfolios. Experience with Global Investment Performance Standards (GIPS) preferred. Distressed debt or direct lending experience (term loans, revolvers, total return swaps, mezzanine debt, public and private bonds) a plus. Advanced Excel skills capable of building and enhancing complex models. Strong data and systems skills proficient with large data sets, extraction, aggregation, and manipulation. Accountable and ownership of work product, with a focus on detail, urgency, process improvement, and quality. Strong planning, organization, and adaptability in a dynamic environment. Excellent written and verbal communication skills, able to engage senior members and external parties. Proactive problem solver with analytical precision and creative solutions. Collaborative team player with a positive attitude and willingness to handle tight deadlines. Ability to multi?task and demonstrate agility with evolving workloads. Experience with FIS VPM, Investran, IVP Polaris, or similar portfolio accounting systems a plus.
Analyst / Senior Analyst, Performance Reporting
Join H.I.G. Capital as an Analyst or Senior Analyst in the Performance Reporting Group (PRG). This role focuses on analyzing, evaluating, and summarizing portfolio performance for internal stakeholders and investors, conducting ad?hoc and pro?forma analyses, and collaborating with capital formation, deal teams, investor reporting, and senior management.
Firm Overview
H.I.G. Capital is a leading global private equity investment firm with $70?billion of assets under management, focusing on the mid?cap segment. We provide capital to businesses with attractive growth potential and align with committed management teams and entrepreneurs. Our team of over 500 investment professionals brings operating, consulting, technology, and financial management experience to enhance portfolio companies. H.I.G. Capital is based in Miami, with offices in Atlanta, Boston, Chicago, Los Angeles, New?York, and San?Francisco, and affiliate offices in Europe and the Americas, as well as Dubai and Hong?Kong.
Role Overview
Due to significant growth and expansion, we are seeking an Analyst or Senior Analyst to join the PRG located in Coral?Gables, Boston, or London. The successful candidate will play an integral role in evaluating performance, summarizing data, conducting ad?hoc analyses, and assisting in the development of new fund products and strategies. The role offers an opportunity for immediate impact and career advancement.
Role Responsibilities
- Calculate gross, net, and pro?forma IRRs, TWRs, multiples, and other performance and financial statistics and ratios.
- Maintain, own, and prepare attribution reports, investor reports, performance metrics reports, and track records.
- Engage directly with senior leadership, capital formation, and deal teams to produce and deliver valuable insights.
- Develop and enhance data extracts and report templates to accurately and efficiently aggregate data for investment and fund analysis.
- Conduct ad?hoc and pro?forma analytics at the investment, portfolio, and fund levels as needed.
- Assist with special projects to standardize and enrich data across the platform.
- Monitor investment and fund activity to ensure accurate reporting.
- Model fund and strategy returns with pro?forma and sensitivity analyses for deal teams and senior management.
Requirements & Qualifications
#J-18808-Ljbffr
[job_alerts.create_a_job]
AnalystSenior Analyst Performance Reporting • Boston, MA, United States
[internal_linking.similar_jobs]
Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk manageme...[show_more]
Compliance Reporting Analyst - Investment Management - Boston, MA.We are currently seeking candidates for a Compliance Reporting Analyst position with an elite Investment Management firm located in...[show_more]
Analyst, Client Reporting Services / h2pThe Client Reporting Services group within Client Operations has an open position for an Analyst based out of the Boston office supporting the Product Reportin...[show_more]
Boston, MA and Fort Lauderdale, FL Company Description : Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies.Deerp...[show_more]
WHOOP is an advanced health and fitness wearable, on a mission to unlock human performance and healthspan.WHOOP empowers its members to improve their health and perform at a higher level through a ...[show_more]
The Prospect Management Analyst is a core member of the Trust's prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users.Over...[show_more]
A prominent executive search firm in Boston seeks a leader for their financial planning and analysis team.The role involves forecasting, performance analysis, and executive reporting across a compl...[show_more]
Power Trading Settlement Specialist.The base salary range for this position is dependent upon experience and location, ranging from $100,800 to $126,000.
This role is responsible for the timely and ...[show_more]
A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate.The role involves delivering advanced analytics, conducting comprehensive performance analyses, a...[show_more]
We're hiring a Senior Analyst, Actuarial - Valuation to join our Actuarial.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on se...[show_more])
The Prospect Management Analyst is a core member of the Trust's prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users.Over...[show_more]
Disbursement And Control Team Member.Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities.BCG was...[show_more]
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more]
Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to j...[show_more]
A leading global financial institution is seeking a Performance and Risk Analytics Associate in Boston, MA.This role involves delivering advanced analytics to asset owners and managers while suppor...[show_more]
The Prospect Management Analyst is a core member of the Trust’s prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users.Over...[show_more]
Northern Bank is advancing its Reporting & Delivery capabilities to enable greater organizational performance and operational efficiency.
We are seeking a Reporting Analyst who not only creates ...[show_more]
Une société d'assurance mondiale recherche un(e) Senior Actuarial Associate pour la valorisation IFRS aux États-Unis.Le candidat idéal a plus de 3 ans d'expérience en actuariat ou finance, avec une...[show_more]
Senior Investment Operations Analyst
FM • Winchester, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Compliance Reporting Analyst
Daley And Associates, LLC • Boston, MA, United States
[job_card.temporary]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Product Reporting Analyst
Wellington Management • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Treasury Reporting Analyst
Deerpath Capital Management • Boston, MA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Senior Business Analyst (Growth)
Whoop • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Prospect Management Analyst
Boston Children's Hospital • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Performance & Analytics Director
Harris & Co Executive Search • Boston, Massachusetts, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Analyst - Settlements
Iberdrola • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Performance & Risk Analytics Associate : Institutions
JPMorgan Chase & Co. • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Analyst, Actuarial - Valuation
Oscar Health • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Prospect Management Analyst
Acord (association For Cooperative Operations Research And Development) • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Finance Analyst - Disbursement Management and Control
Boston Consulting Group • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Trust Reporting Analyst
Boston Staffing • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Group FP&A, Senior Analyst
New Jersey Staffing • Boston, MA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Global Performance & Risk Analytics Associate
JPMorgan Chase • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Prospect Management Analyst
Boston Children’s Hospital • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Reporting Analyst
Northern Bank • Woburn, MA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Senior IFRS Valuation & Reporting Actuary
Manulife Insurance Malaysia • Boston, MA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]