Performance and Analytics - Private Equity

Performance and Analytics Associate - Private Equity

A leading private markets organisation is seeking a Performance and Analytics Associate to join their Private Equity division in London. This role offers you the chance to become an integral part of a high-calibre team, where your analytical expertise and commitment to accuracy will directly impact investor reporting and performance measurement.

You will be empowered to drive platform analytics, contribute to client materials, and support strategic deliverables across multiple strategies and geographies. The organisation is committed to fostering an inclusive environment, offering flexible working arrangements and ongoing professional development. If you are passionate about transforming complex data into actionable insights, thrive in a collaborative setting, and value diversity and fairness, this opportunity provides a rare pathway for growth within the buy-side sector.

What you'll do:

• Assist in the quarterly investor reporting process across Private Equity by preparing accurate reports covering multiple strategies and geographies.
• Prepare and maintain client-ready portfolio data to support regular client materials, investor due diligence, and business development efforts.
• Handle day-to-day performance and exposure analyses, ensuring data integrity and timely delivery of outputs for internal stakeholders as well as clients.
• Understand, reconcile, and load large unstructured datasets onto relevant systems while enhancing data models for improved analytics.
• Drive technology-led projects aimed at reducing manual processes within the team, collaborating closely with investment deal teams and operations teams for data gathering and analysis.
• Prepare responses to investor queries on portfolio topics by understanding industry performance metrics and supporting quarterly valuation processes.
• Manage workflow efficiently to ensure deadlines are met for all periodic and ad-hoc tasks related to reporting and analytics.
• Support the wider Private Equity valuation process including data collation, critical review, and reporting support for client operational due diligence visits.
• Work closely with administrators and fund accounting teams to ensure financial reporting is accurate, timely, and reflects relevant insight from the wider team.
• Adhere to regulatory requirements such as the FCA's Conduct Rules by maintaining high standards of personal conduct throughout all activities.

What you bring:

• Educated to degree level (or equivalent) with a minimum 2:1 obtained; newly qualified chartered financial analyst or chartered accountant or equivalent financial qualification is highly desirable.
• Minimum four years' experience in the financial services sector with exposure to private equity preferred; strong grasp of commercial nature, accounting principles, and financial reporting requirements for these vehicles.
• Highly analytical mindset with proven ability to work with high volumes of numerical data - transforming information into actionable insights for decision making.
• Advanced IT literacy including expert knowledge of Excel for modelling purposes as well as proficiency in PowerPoint and Word for report preparation.
• Excellent report writing skills demonstrated by fluent command of business-level English suitable for drafting documents for internal/external audiences.
• Flexible attitude towards work profile; capable of handling significant volume of non-routine or unpredictable work demands while meeting tight deadlines.
• Outstanding interpersonal communication skills enabling you to build lasting relationships across businesses; manage stakeholder expectations effectively; collaborate within a team environment.
• Conscientious approach with exceptional attention to detail ensuring accuracy in all aspects of performance measurement and reporting activities.
• Calmness under pressure combined with high energy levels; able to remain effective during periods of intense activity or deadline-driven tasks.
• Commitment to diversity, inclusion, fairness and openness towards flexible working arrangements tailored around individual needs.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates