Portfolio Analyst Position
This role offers an exciting opportunity to build and enhance sophisticated financial models, evaluate portfolio performance, and deliver insightful internal and investor reporting.
* Key Responsibilities:
* Develop and improve financial models to monitor fund performance and forecasting.
* Support regular reporting cycles, including weekly dashboards, monthly and quarterly investor reports.
* Provide in-depth portfolio analysis, covering profitability, leverage, and capital allocations.
* Liaise with external fund administrators for capital calls and distributions.
* Contribute to investor presentations, fund performance meetings, and capital raising support.
Required Skills and Qualifications:
* A minimum of 2 years of experience in finance, accounting, funds management, or a related field.
* Strong analytical skills and advanced Excel capability.
* A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is a bonus.
* Excellent communication skills and a collaborative mindset.
* Passion for real assets, private credit, or real estate investments is a plus.